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.

Low-cost competition will force fee-based advisors to restructure how they are compensated, said Brian Leitner, senior vice president of practice management at Mariner Wealth Advisors.

Debate over the role of robo advice turns on whether DIY millennials are a market worth chasing.

“There is a large gulf between some of the overly simplistic applications on the market today and those that are much more comprehensive; RightCapital could occupy the middle ground,” columnist Joel Bruckenstein says.

As technology grows more complex, advisory firms must ramp up their expertise.

Attorney Alan J. Foxman answers readers most pressing regulatory and compliance questions, including where the buck stops when a sales assistant makes a cybersecurity mistake.

New digital tools can help advisors identify and connect with prospective clients no matter where they are.

Advisors’ usage of social media includes platforms like Pinterest, where they showcase lifestyle-oriented content to their clients and potential clients.

There are three types of advisors when it comes to embracing technology, says the advisor organization: early adopters, those who will follow peer success, and those who wait until the last minute.

Exclusive: CEO Adam Nash says his firm has no plans to diversify into a business-to-business model.

It's not about social media, it's about being visible when the prospective client has a goal or a need you can help with, says author David Meerman Scott.