Robo advisors

An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.

With help from automated investing platform Motif, five new funds aimed at innovative fields have launched.

Age is no bar to using Amazon, Uber or Apple, yet the planning industry has suffered from underinvestment in the digital experience, says the head of Accenture’s Wealth Management team in North America.

Make sure your conversations with clients include variations of this theme. It's not a bad way to approach your own big decisions, as well.

In the land of tech startups, there's real demand for planners — ones who can embrace the best of robo practices while keeping the human touch.

Social Finance, the online services provider specializing in student loan refinancing, has taken the first step toward offering zero-fee ETFs.

The hybrid digital advice firm is expanding its marketing department in an attempt to outpace its competitors.

The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.

The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.

The robo advisor scouted several cities for a second location apart from its New York City headquarters.

In a sweep of changes, the custodian is embracing an open architecture technology platform.

It's unclear how automated investment platforms will perform during a major market downturn and what that could mean for advisors' bottom lines.

The research firm’s headcount and related job forecast are based on a highly elastic idea.

The LearnVest founder left the insurance giant and No. 6 IBD, in her latest surprise move after the firm shut down the startup’s online planning services.

In this circus of an industry, what chance does an average investor have of finding somebody who will actually work on his or her behalf?

The leading independent robos are offering new investment options to attract new assets.

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

Millennials are using TDFs more than others. Digital firms are paying attention.

Many digital-only robos are slowly adding human advisors.

Ninety million Americans have an adversarial relationship with their finances, says Dee Choubey, CEO and founder of MoneyLion.