Hardware and software

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.

The wealth management firm says its digital advice offering is designed for "the sophisticated high-net-worth investor."

Changing the business model for younger clients starts with innovative technology and digital solutions combined with holistic, unbiased, guided advice.

Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.

Putting a disaster plan into effect to protect a practice and a home in Florida.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Female-focused wealth management platforms can plug into a shift in attitudes and politics, analysts say.

Automated investing platforms are making it tougher to charge for some financial advice, says Tiburon Strategic Advisors.

"We're moving to a subscription economy," says Motif CEO Hardeep Walia. "There are subscriptions for almost anything — music services, health care — why not investing?"

When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.

Massachusetts’ securities regulator tells the robo adviser to change its client communications policy by the end of September.

On-demand, highly specialized and competitively priced: If it works for car sharing, why not for financial services?

An aggressive pricing strategy, new partnerships and the backing of a wealthy partner keeps the hybrid robo competitive.

The robo adviser expands its offerings and is developing a memo to answer concerns after the firm temporarily suspended trading the morning after the Brexit vote.

Young upstarts have to take a long, hard look at their business models and make key investments as the market cools off.

Technology that improves compliance, lending and payments by automating processes and relying on AI was spotlighted at Next Money and Finovate, two fintech conferences held in New York this week.

A focus on costs obscures any analysis of the benefits that new tools bring to one's practice.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Algorithms are based on pure math and cannot be biased. Right?

Low-cost, online managed accounts may become table stakes for wealth management firms.