Investment strategies

Bill Capuzzi has had a first-hand view of wealth management’s disruption. He details the key innovations winners will bring to the industry.

The bank aims to have a total of 4,000 representatives by year-end in Merrill Edge, which now has 2.4 million accounts and $184.5 billion in assets.

After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.

The digital advice firm acknowledges RIAs using its institutional platform "needed more control."

Portfolios will be selected based on machine learning and natural-language processing.

The latest influx, which closed late last year, brought in $75 million.

A directive on ETFs took the advisor by surprise after several years with the No. 29 IBD, he says.

Speculation grows that any retailer with a robust e-commerce platform, physical ubiquity, brand awareness and trust could become a wealth management player.

Quality is a nebulous assessment and can change over the years — remember Sears? — but appears to portend outperformance using most companies’ measures.

Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.