Rise of the Robo-Advisor Machines: Are They Really Advisors?
Computers can be cheaper, faster and more convenient, but that’s not always better. And I think most people know this.
How Robo Technology Will Take Independent Advice to the Next Level
Aided by robos, advisors will become more like today’s doctors, analyzing information collected by robo platforms, reviewing the platforms' recommendations and helping clients implement them.
How Advisors Can Turn Market Volatility Into a Positive
Some answers to this critical question—What does an advisor need to do during volatile times to keep clients invested?—while showing your superiority over robo-advisors.
Meet Virtually, Invest Digitally: The New Wealth Management
Virtual reality, digital currency and frictionless trading: how technology innovation is bringing the future closer.
Wealthy Investors Not Afraid to Use Robo-Advice, Study Finds
Advisors who worry that automating some of their tasks could alienate clients have little to fear, a survey from MyPrivateBanking found.
Pershing Adds Jemstep Robo-Advisor to NetX360
Advisor-focused robo-advice solution will be available to RIAs and BDs through Pershing's NetX360 platform.
FINRA Peeks Behind the Trading Algorithm’s Curtain
Engineers, coders and developers will be thrust into the regulatory spotlight as time goes on, whether they like it or not.
Schwab Profits Up 36% in Q1 as Assets Flow Into ETF, Robo Platforms
The firm says its ETF OneSource and Intelligent Portfolios have seen significant increases in recent months; RIA assets at $1.18 trillion.
LPL Going Robo With BlackRock’s FutureAdvisor
The IBD plans a "phased rollout" for the offering, which should start in August at its national conference.
Betterment Names Former Schwab Exec Clendening to Board
John Clendening, now CEO of Blucora, joins robo-advisor’s board weeks after Betterment gets $100 million in new VC financing.