Robo advisors

In contrast to the predictions of an overthrow by robos, technology may save the relevance of some advisers.

Adding new technology is more likely to be chosen as one of the most important factors to enhance profitability.

Viewing these services only as a threat may mean a firm is selling clients short.

Viewing these services only as a threat may mean a firm is selling clients short.

The firm's decision has advisers and clients questioning the investment policies and maturity of the digital platform.

Automated advice can provide efficiency, but it is not going to be for every adviser, says LPL's chief information officer, Victor Fetter.

Banks are lining up behind Capital One to launch robo platforms even as they gird for an initial hit to their brokerage business.

The bank is rolling out a new digital advice offering that pairs robo technology with financial advisers, most of whom have the CFP designation.

Industry insiders say wealth management is going through its biggest upheaval in decades.

Personal Capital CEO Bill Harris argues financial institutions are more focused on product offerings than clients.

"It was terribly important to us that we were participating and supporting a partnership with a firm that is innovating and has strong backing," said Richard Steinmeier, head of the Wealth Advice Center at UBS.

The year-old automated advice service is revealing some new ways advisers use robos — and it's quelling some big fears.

More than 60% of mass affluent clients don't know how much they are charged, according to a new study by consulting firm A.T. Kearney.

Bill McNabb declined to speculate how low fees may go at his firm, which has the majority of its assets in passive funds.

Blockbuster industry deals and unforeseen shifts in client attitudes are altering future forecasts for digital advice.

Combine data from your practice with a personal touch to claim that young client who everyone fears is going to leave for a digital adviser.

Better engagement and smart analytics can "lift revenues significantly," according to the Global Wealth Report.

Wealth management "is the least tech literate of all financial services," says Michael Spellacy of PwC.

It's expected that digital platforms will help advisors focus their offerings to serve specific client segments.

Customers will have two investment options: an ETF-only portfolio and one that includes actively managed mutual funds, along with index funds.