Chip Packard, who coheads the German bank's wealth management unit in the U.S., says it’s not clear the firm's UHNW clients wants to replace advisors with automation in the states.

A panel of financial advisors swapped success stories on making the most of their digital rolodexes.

The widespread adoption of online and mobile banking has largely happened at a time when rates have been near zero. At some point, rates will rise and the value of the experience will be pitted against the value of a yield for depositors.

Advisors shouldn’t force themselves to work with the next generation of clients and talent -- but they must be committed if they do, says XY Planning Network co-founder Alan Moore.

After several false starts this year, the Senate is gearing up for a vote on a major cybersecurity bill backed by the banking industry.

Jim Weddle, head of Edward Jones, says his firm won't develop a robo advisor, but adds that competitive pressures are pushing the entire industry to up its digital game.

Two new apps are trying to make finance more proactive. But that's a tall order for something perceived as a chore if not a portal into depression.

Wealthfront's CEO predicted automation will soon dominate financial advice; the head of Betterment had advice for regulators.

Bankers are increasingly concerned that an optional cybersecurity assessment tool released by regulators this summer could soon become mandatory.

HD Vest will marry its data mining capabilities and lineup of advisors to Blucora's free online tax preparation platform, but CEO Roger Ochs won’t call it a robo.

The chief executive of the self-regulatory organization urges against duplicating regulatory efforts, and adds that big data will soon define how regulators operate.

Blucora, formerly known as InfoSpace, adds the B-D to its growing, tax-focused business.

Automated wealth tools and platforms are gaining traction. But expensive ad fights for what still is a sliver of the overall investment market has observers wondering which digital-first firms can survive and become profitable.

To help decide if robo technology is right for you, understand the various capabilities that it can provide and the experience your clients will receive.

Dan Draper, managing director of global ETFs at Invesco PowerShares, acknowledges there is a synergy between the popularity of ETFs and the rise of robo advisors.

In a Q&A, Hari Gopalkrishnan, who oversees mobile banking for Bank of America's consumer and wealth management operations, discusses the mobile trends of the past year, including the difference between what its technology is capable of doing and what consumers are willing to adopt.

The Canadian-owned firm won't rule out a potential acquisition of a digital advice provider. "Everything you can imagine is on the table and actively being explored," John Taft, head of the firm's U.S. brokerage operations, tells On Wall Street exclusively.

By claiming robos may be unregistered investment companies, new report raises the stakes in fight for dominance.

Opinion: "The Labor Department's endorsement of these algorithmic investment guides seems curious and misplaced," says securities attorney Melanie L. Fein.

Following the most recent hacking incident in the financial industry, technology experts weigh in on what this means for wealth managers.