Investment technology

Independent advisors are closing in on the service capabilities of big wealth management firms.

Technology will bring down price. Will advisors fight it or embrace it?

The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.

The software is powered by analytics previously available only to larger institutions.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.

Large wealth managers and banks will spend more on blockchain and AI in the coming year, and appear willing to explore new technology partnerships.

Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.

Investing fees have fallen for the past few years and there may be no end in sight.

Technology costs money and takes time, but the benefits are well worth it, Nina O’Neal writes.