Hardware and software

The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.

"Asset managers, like many businesses today, are being asked to do more with less," an executive says.

The mutual fund giant’s automated advice plan could price independents out of the market — and commoditize advice even further.

The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors.

Unexciting and less-filling, financial planning technology allows “craft” advisors to keep moving up the value chain.

Tech is making it easier for advisors to break away, but navigating the complex vendor landscape can be challenging, says the firm's director of RIA practice management.

The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.

The next big institution is going after fintech, but there’s still a long road ahead.

Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.

Lenders have learned that automated wealth management tools enhance interactions with clients — and bring in more business.

Since introducing an ongoing fee model, the platform has seen a 25% rise in account openings, according to the firm.

After a reboot in its tech strategy, the RIA custodian is “redesigning every aspect of the advisor experience,” it says.

“When we think about these offerings, there are no hard lines that are drawn here,” said Merrill Lynch boss Andy Sieg.

The new open architecture platform will minimize the “swivel chair experience” for advisors.

Firms that generate 75.5% profit margins are hiring, buying and automating, according to FA Insight.

It’s a tool, not a business model said the CEO at LINC conference; competitors beg to differ.

Finding the right mix of tools can be daunting, says the firm’s director of financial planning.

It’s hard to fight inertia. Very hard.

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.