Robo advisors

Sustainable investing offered more downside protection during the market downturn, according to recent data from Backend Benchmarking and research from asset managers.

New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.

With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.

The digital advice firm is hoping its 500,000 customers will want to consolidate more of their finances under one roof.

Intuitive Advisor is now among the most affordable options for digital investing with human advice.

The boost in accounts has helped compensate for withdrawals by investors who need cash.

Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).

Customers criticized the company on Twitter, with some saying they were unable to place orders.

A client's lawsuit claims the snafu caused users of its app “to miss out on some of the highest single-day market gains in recorded history.”

For planners who embrace the potential to provide these services, it can be a natural next-generation service offering.