Robo advisors

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.

The bank is looking to attract more affluent customers with $250,000 to $3 million in investable assets, the bank's head of wealth management told analysts.

The retailer's foray into wealth management is a wake-up call for an industry that often overlooks female investors.

The largest independent digital advice platforms profited significantly from a strong M&A market last year.

Planners must make accurate disclosures about their service models, says the regulator.

The Waterbury, Connecticut-based bank wanted to ensure that it was meeting the technology expectations of clients across the wealth spectrum.

A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.

Younger investors may see the market's swing as just another fluctuation in the market, while assuming that time is on their side. Older investors, on the other hand, may be far more stressed.

Cetera, Advisor Group and Securities America are unveiling upgrades they hope will help advisors save time while growing their businesses.

Commission prioritizes retail investors as OCIE issues its must-read compliance letter.

After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.

The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.

The glitches represent a setback for a niche of the financial market industry that has been booming of late.

You were thinking about the wrong online retailer and the wrong rich tech entrepreneur crashing wealth management.

Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.

Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.

Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.

Technology will bring down price. Will advisors fight it or embrace it?

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.