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Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.

Clients “want to participate, they want to co-create,” In|Vest conference attendees are told.

The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.

Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference.

Even if it's best for the team, it won't be easy.

Digital advisors are tools, not competitors, says Mirador Capital Partners' Dan Murray. What's more, here's how they can enhance a firm's offerings to clients.