Robo advisors

Female-focused wealth management platforms can plug into a shift in attitudes and politics, analysts say.

“It will help them cope with some of the new burdens that the fiduciary requirement will impose on firms,” an industry analyst says.

Automated investing platforms are making it tougher to charge for some financial advice, says Tiburon Strategic Advisors.

"We're moving to a subscription economy," says Motif CEO Hardeep Walia. "There are subscriptions for almost anything — music services, health care — why not investing?"

Experts say planners ignore offering counsel beyond numbers and investments at their own peril.

How can firms adapt to automation without eroding their business or need for advisers?

Massachusetts’ securities regulator tells the robo adviser to change its client communications policy by the end of September.

On-demand, highly specialized and competitively priced: If it works for car sharing, why not for financial services?

An aggressive pricing strategy, new partnerships and the backing of a wealthy partner keeps the hybrid robo competitive.

The robo adviser expands its offerings and is developing a memo to answer concerns after the firm temporarily suspended trading the morning after the Brexit vote.

Regulators should step up their inspections of digital advisers as these tools surge in popularity, the firm said.

Every firm's focus is on capturing a share of the predicted $7 trillion market by 2020.

"We see a narrowing of players," says Alois Pirker, research director for Aite Group's Wealth Management practice.

Low-cost, online managed accounts may become table stakes for wealth management firms.

The fifth-biggest bank in the U.S. strikes deal with BlackRock’s FutureAdvisor to offer automated investing service.

Drivers in Seattle, Boston, Chicago, and New Jersey will be offered IRAs first, with plans to expand to other cities later this year.

Kavout and qplum claim their technology and founding teams set them apart from competition in the space.

Banks are creating tech to do chores previously performed by people in operations, wealth management, algorithmic trading and risk management.

One criticism of online advice providers is that they must improve how they communicate to their customer what to expect when support is provided.

Financial literacy is low, and advisers have the opportunity and digital tools to establish themselves as trusted educators.