Morgan Stanley Undercuts Rivals With Robo
Targeting younger investors, Morgan Stanley has launched its online platform, Access Investing, with an annual fee below that of wirehouse rivals.
Merrill Edge Exec: What New Technology Means for Clients
In an interview with ThinkAdvisor, Aron Levine highlights the thinking behind Merrill Edge's DIY platform, robo offering and virtual assistant.
Vanguard Is Way Ahead in the Robo Race
Its AUM at the end of the first half is more than four times the AUM of Schwab, its closest rival.
LPL Launching Robo-Advisor This Month
The digital platform, Guided Wealth Portfolios, already has $14 million in assets and more than 700 clients.
Why RBC Wealth Is Saying ‘Hold the Robo’
The firm isn’t the only one to put a stop to its automated investing plans, says consultant Tim Welsh — remember LPL’s NestWise?
Raymond James Is Ready to Robo
The firm, which works with over 7,000 advisors, plans to launch its own robo advisor later this year.
Wells Fargo Robo Pilot Set for Summer; Rollout for Late 2017
The service, to be called Intuitive Investor, aims to bring in new, younger clients to its wealth management unit.
JPMorgan Software Does in Seconds What Took Lawyers 360,000 Hours
A learning machine is parsing financial deals that once kept legal teams busy for thousands of hours. And that's just the start for JPMorgan.
Analyst says robo advisers are a major threat to the industry
A Morgan Stanley analyst outlined five threats to the financial planning industry, including digital technology.
Robos, ETFs could save millennials thousands
How millennials should be saving for retirement, according to NerdWallet.