Hardware and software

Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.

From handling the unexpected death of a partner to upgrading tech, planners give their best advice for building a successful practice.

The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.

Most clients interested in artificial intelligence-enhanced software are in the broker-dealer and RIA markets.

Wealthbalancer's developers say the multiple question approach employed by competing platforms is too general.

With automated advice platforms now a standard offering, the easy assumption is that technology is being universally adopted by advisers. Key insights from our annual Tech Survey, though, challenge that notion.