Robo advisors

Bill Capuzzi has had a first-hand view of wealth management’s disruption. He details the key innovations winners will bring to the industry.

IBDs and regional firms are making the biggest changes, but RIAs have room for growth as well.

Technology is rapidly changing many, but not all aspects of the business.

The bank aims to have a total of 4,000 representatives by year-end in Merrill Edge, which now has 2.4 million accounts and $184.5 billion in assets.

After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.

The digital advice firm acknowledges RIAs using its institutional platform "needed more control."

Portfolios will be selected based on machine learning and natural-language processing.

The latest influx, which closed late last year, brought in $75 million.

Speculation grows that any retailer with a robust e-commerce platform, physical ubiquity, brand awareness and trust could become a wealth management player.

A federal court has struck down the rule and the industry’s top online advice executives are speaking out.

Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.

A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.

Liz Miller, president of Summit Place Financial Advisors, takes on a common mistake made by wealthy relatives, the new Trump tax law and why one-on-one meetings still beat robo advice.

Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.

Banks have nothing but upside potential in front of them with robos as part of their offering — as long as they act soon and do everything right.

Understanding what is important to millennials can help retirement service providers not only capture more of the mass affluent retirement market, but also build relationships with the next generation of investors.

Riding a wave of funding, smaller fintechs are looking to grab larger influxes of cash.

The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.

The firm is the latest to adopt new technologies into the client-advisor relationship.