Hardware and software

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.