Robo advisors

Digital platforms have to overcome two key challenges to ensure they survive, according to the CEO of Orion Advisor Services.

The wide misconception is that digital advice is a self-service offering requiring little effort on the part of the adviser.

Mutual fund providers sought to use digital platforms as new distribution channels for their funds, but new guidance upends a strategy that would rely only on proprietary products.

Digital tools can supplement human advisors with ongoing counsel while the latter can also take over when an investor needs reassurance.

Adam Nash will be replaced by Andy Rachleff, who once served as chief executive of the firm, and will now be tasked with leading it during a period of fierce competition.

As digital wealth management proliferates, firms are expected to challenge each other in more pointed, head-on comparisons of their services.

As the industry shifts in response to developments in the regulatory and technological space, what can advisers expect? Here are ten takeaways from a new Schwab study.

How the firm is investing in new ways for advisers to conduct all their business digitally.

It's unknown how many of Scottrade's 1,000 brokers and 800 RIAs will ultimately be part of the new firm

Technology is getting better at replicating the work of human planners, warns Hedgeable CEO Mike Kane.