Investment technology

How the firm is investing in new ways for advisers to conduct all their business digitally.

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.

The firm's digital advice service, to be piloted in early 2017, is a bid to give RIAs unprecedented scale.

Six changes planners should make to their business models as investors seek lower fees and digital advice grows.

The wealth management firm says its digital advice offering is designed for "the sophisticated high-net-worth investor."

Changing the business model for younger clients starts with innovative technology and digital solutions combined with holistic, unbiased, guided advice.

Digital advice clients "have affirmatively chosen not to enroll in comprehensive financial planning," according to a newly published white paper.

Putting a disaster plan into effect to protect a practice and a home in Florida.

Open enrollment offers seniors the opportunity to change their plans and save hundreds of dollars.

Female-focused wealth management platforms can plug into a shift in attitudes and politics, analysts say.