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Among our findings, advisors are (finally) embracing chatbots and robo advisors.
May 31 -
The postponement comes as new accounts surge at competing digital advisors.
May 29 -
Sustainable investing offered more downside protection during the market downturn, according to recent data from Backend Benchmarking and research from asset managers.
May 26 -
New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.
May 11 -
With marketing, reporting and the Junxure CRM, the acquisition brings much more than a robo advisor to the asset manager.
May 6 -
The digital advice firm is hoping its 500,000 customers will want to consolidate more of their finances under one roof.
April 27 -
Intuitive Advisor is now among the most affordable options for digital investing with human advice.
April 16 -
The boost in accounts has helped compensate for withdrawals by investors who need cash.
March 31 -
Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual).
March 25
Capco -
Customers criticized the company on Twitter, with some saying they were unable to place orders.
March 9







