Robo advisors

A new entrant from Singapore vies for attention in a market that already includes offerings from robo advisors and custodians.

Blucora CEO John Clendening says the cuts to head count should taper off by next year, when the firm will have dropped as many as 1,000 reps in 16 months.

Wealthfront factors in linked investment and retirement accounts for those who want to take a lengthy sabbatical.

A large portion of the company’s 100 million-plus Prime subscribers fit the same profile as mutual fund buyers, Sanford C. Bernstein analysts say.

InvestmentPOD now has the backing of Mariner Wealth Advisors, Covenant, and Brighton Jones.

Here’s what the two seemingly contradictory trends mean for advisors.

The new competition asks innovators to take client experience to the next level.

Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC.

Hedgeable's decision to cease operating its automated investing platform may say more about the state of fintech funding than the robo business model, an industry observer says.

Morgan Stanley’s advisors are already helping clients deal with emotional issues. What if AI could help out?