by
Jennifer Lea Reed
Survey finds 63% of un-advised investors would consider an algorithm-driven service.
by
Devon Drew
Developing a digital marketing presence is paramount for advisors wanting to reach the next generation investor.
by
Christopher Robbins
Human-digital hybrid financial services can take on many different forms, said SigFig's Mike Sha.
by FA Staff
U.S. investors want access to both human advisors and financial apps, according to an Envestnet survey.
by
Evan Simonoff
The days of “too much of a good thing” could be coming to an end.
by
FA Staff
The course is designed to help planners better understand how to assist their clients with the challenge of financing a college education.
by
Steve Gresham
Don't look now, but the New School needs the Old School.
by
Jacqueline Sergeant
The company's robo-advisor clients paid de facto fees because of the program's cash allocations, the agency said.
by
FA Staff
The software suite has different plan levels to accommodate the needs of small, medium, and large advisory practices.
by
Tracey Longo
The $5 trillion RIA continues its strategic rampage across the entire wealth spectrum.
by
Christopher Robbins
They're risk-averse, worried about retirement and ready for financial advice, according to a Natixis survey.
by
FA Staff
These are the advisors young enough to reimagine the industry, and Covid-19 reaffirmed a lot of their hunches about how that future will look.
by
Steve Gresham
Beware the shiny tech objects. It's old-school training that rules productivity.
by
Tracey Longo
Clients with robo-advisor accounts could be a lucrative market for human advisors, Vanguard researchers say.
by
Christopher Robbins
Concerns are being raised that historical bias might influence the algorithms that underlie robo-advisor decision-making.
by FA Staff
Wahed Invest didn't rebalance and seeded an ETF without disclosures, the agency said.
by
Marion Halftermeyer
The robo-advisor will bring $27 billion in assets and 470,000 U.S. clients to UBS.
by
Jacqueline Sergeant
Millennials are looking for professional assistance despite their embrace of digital investing, according to a new survey.
by FA Staff
And 60% of those who do get advice act on it, said the association in a new study.
