Envestnet says it wants to be advisers' one-stop shop for investment services and technology. So far, it has been willing to put its money where its mouth is.
Let algorithms do what they're good at, and focus on helping clients deal with the mess of being human
With such automated functionality, advisers can pull data from various sources to create a comprehensive financial plan.
FutureAdvisor deal ups fee pressure on fellow robos, understanding ETF flash crashes, and the rest of this week's must-reads
Advisers can try the do-it-yourself model to compete with automated investment services.
The vigilance of the network of advisers, broker-dealers, clearing firms, product makers and others is needed to keep criminals at bay.
Breaking new ground in retirement planning, the automated investment service will begin offering 401(k) plans to employers, competing against giants such as TIAA-CREF, Vanguard, Prudential, Charles Schwab and Fidelity.
Just as the 2000 tech bubble collapse did not end the expansion of online travel sites, a bear market will not kill the digital-adviser revolution.
Advisers should safeguard their practices as they share sensitive information across multiple third-party platforms and service providers.
Document management technology company is battling to become independent, amidst its majority stakeholder's recent announcement that it is going bankrupt.
Use it to offer information and build relationships with consumers who might become clients.
U.S. authorities examining whether fired adviser Marsh was targeted by hackers after he took data from the wirehouse.
The recently acquired financial planning software is being incorporated into the advisory technology firm's platform.
Lack of understanding, performance history and steep headline risk are all reasons keeping investors on the sidelines.
The just-launched automated investment platform was created for women skeptical of the financial services industry.
They're young, they're sharp and they present a huge opportunity for advisers.
Some technology providers see potential integration partners as competition, while others respond to adviser demands by partnering with rivals.
Newly launched service provider RightCapital thinks it has created a better mousetrap and is undaunted by the hypercompetitive market.
Plumvo offered its online-brokerage, wealth-management and personal-finance software to investors and advisers for free, but ultimately was unable to make its business model work.
Survey shows that Microsoft's Windows tablets are gaining popularity among wealth-management professionals as iPads begin to lose their dominance.
