Hardware and software

Firms fined for misleading statements about products and performance — a possible sign that the commission is increasing its surveillance of digital investment platforms.

It’s easy to identify, but hard to accomplish.

At the moment, there's no clear way to "turn over human intuition" to machine learning, but there are immediate ways to save advisors' time.

Many digital-only robos are slowly adding human advisors.

Firms take notice: older generations are adopting new technology at a quickening pace.

Old-fashioned referrals and seminars aren’t enough when prospects are searching online.

The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.

The brokerage’s fintech investments are intended to produce greater efficiency, attract new assets and bolster the bottom line, executives say.

Digital firms are boosting features to stay competitive in a crowded advisor-tech marketplace.

Sentieo is a financial research platform that allows analysts to do financial research, annotate documents and collaborate with colleagues all within the same software.