The software is powered by analytics previously available only to larger institutions.

Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.

The ultra-wealthy portfolio has a large percentage of illiquid assets and advisors without tools to manage that aspect will lose that client, says one provider.

Some of the biggest changes come when industries collide.

The challenge for Tim Buckley isn’t just managing growth. It’s ensuring they can keep investors’ feet on the ground.

M&A deals have picked up pace as tech firms bring more complex products to market.

The new texting capabilities will roll out on both Apple and Android devices over the next two months.

Advisors reported significant growth in assets under management and expect more of the same in the coming months.

Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.

The popularity of mobile-first investment apps will help automated advice mature, researchers predict.

'It wouldn't have happened without Focus,' the Colony founder says, adding that the aggregator has supercharged growth for his firm across seven deals.

The IBD’s parent has increased its investments in advisory services while other insurers exit the space.

Hanson McClain and Simply Money plan to leverage complementary traditional and social marketing skills in bid to build national planning firm.

The milestone cements the dominance achieved by large institutions in the online space.

The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.

This year, digital wealth management will shift to goal-driven advice that is instantly accessible and always personalized.

CEO Greg Friedman says the popular CRM will stay client-focused under new ownership.

It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.

Deals have heated up. Can the rapid pace continue?