Robo advisors

Why executives think forthcoming technologies will secure the firm’s lead as a digital innovator.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

Data and a personal touch can net the young client who everyone fears will go to a digital platform.

The Silicon Valley-based firm now counts over $500 billion in assets on its platform and more than 200 clients, ranging from banks to family offices.

"Advisers cannot just sell an all-Vanguard portfolio and hope to afford their fee," says Jonathan Steinberg, WisdomTree's CEO.

The second wirehouse deal for the digital advice startup comes after announcing a blockbuster partnership with UBS.

One of the bank's new offerings is aimed at clients with balances between $50,000 and $199,999.

The legal heads of both firms challenge arguments made against the ability of robo advisers to serve their clients.

The commission will examine how digital advice platforms uphold fiduciary responsibilities and safeguard client data.

The surprise U.S. election didn't affect robo platforms the way the U.K. vote did earlier this year, but explanations vary.