Investment technology

There is still work to be done, but the firm's platform empowers advisers and sees planning as an ongoing process.

One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.

In a rare interview, Andrew Ceresney reveals the commission's beefed-up efforts, and what advisers should know.

The digital M&A trend has much in common with the wildly popular game app.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

Some are better than others, with a few not yet updated for a law that eliminated double dipping.

A younger adviser sees the benefits in working side-by-side with technology.

Their low or no upfront costs can bite down hard on an adviser’s future profits.

In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.

Clients expect their emails and texts to be responded to nearly instantly, says Earl Jefferson, founder of Texas-based advisory 7th Harvest Investments.

Hedgeable plans to offer P2P lending investments, claiming it will be the first digital wealth manager to do so.

Custodian entering crowded field; minimum initial balance will be $5,000.

No financial solution can gain momentum without the collaboration of technology and human capital. But robos are only one small part of this equation.

Consultants are turning to technology as the SEC ramps up RIA exams.

The company’s survival may depend on a continuing security awareness training program.

Advantages include flexibility, lower costs, and less travel time for clients and prospects.

A firm’s presence must be relevant and robust.

"We are not going to have a separate robo adviser that would disintermediate our existing advisers," says CEO Paul Reilly.

Executives say it's about more than just robos.