Robo advisors

Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.

While large brokerage firms pilot digital advice platforms, D.A. Davidson is holding back to see what works and doesn’t, says a top executive.

The firm is not launching a standalone robo service, but says new technology will empower its roughly 7,100 advisers to better meet client needs.

Ellevest considers factors affecting women such as the gender pay gap, earnings power over time, risk preferences, longer lifespans and caretaking responsibilities.

Keeping up with the pace of change in the wealth management industry involves blending holistic advice and a digitally enhanced practice.

Most clients interested in artificial intelligence-enhanced software are in the broker-dealer and RIA markets.

The move broadens its line of digital advice offerings to better serve a variety of clients, says Pershing Advisor Solutions CEO Mark Tibergien.

Wealthbalancer's developers say the multiple question approach employed by competing platforms is too general.

Investment professionals foresaw the greatest risks in flawed algorithms, according to a global survey.

Program managers bridge the gap between banks and their advisers and today they're facing more challenges than ever. The best look for champions, call meetings and talk a lot.

Best interest contracts don't allow conflicts of interest, but don't ban all conflicted compensation. The DoL may be giving the industry enough rope to hang itself.

A recent FINRA report actually bolsters arguments against investors using automated advice, according to the author of an agenda-setting study on digital advice and investment law.

Digital advice technology is more likely to enhance advisor productivity, not replace humans, according to a new Citigroup report.

Massachusetts securities authority goes further than SEC or FINRA in its examination of automated advice.

With its new $700 million valuation, Betterment takes top ranking among digital advice providers.

Independent robo providers still have a chance to survive and reach sustainability, thanks to an expected flood of smaller accounts being shed as a result of the rule.

The land grab for a potentially lucrative market is happening now.

Tech survey shows that 36.8% of advisors are already working with these digital platforms.

Surprising results from our annual Tech Survey shed light on this new breed of digital-centric advisors and the edge they have over their less tech-savvy counterparts.

With automated advice platforms now a standard offering, the easy assumption is that technology is being universally adopted by advisers. Key insights from our annual Tech Survey, though, challenge that notion.