Robo adviser Personal Capital cuts fees on high-net-worth digital platform
New acquisition functions like Mint.com and works with individuals and retirement plan providers.
Regulations called ambiguous and subject to interpretation; how do you define 'endorsement?'
Sheryl Rowling takes a spin using the pseudo-taxi service Uber and enjoys the ride.
Father of holistic planning robotizes first few steps of life planning process he created nearly 20 years ago.
As venture capital pours in, firms such as FutureAdvisor, Betterment and Jemstep plan to grab the strongest new talent.
Financial professional Megan Graf makes a career shift to the online advice world, seeing it as an investment in her future. She calls it getting on her rocket ship.
Repeatable processes essential to efficiencies and growth
Betterment Institutional for advisers will launch by early 2015, CEO says.
Wealthfront CEO Adam Nash sees his robo-adviser as the next Schwab but naysayers counter that even $1 billion in AUM doesn't a winning company make.
The investment research firm will pay Business Logic for the software company's intellectual property.
Advisory firm execs considering how to partner with robo-advisers or build a digital advice model into their own offerings.
The Uniform Law Commission and NetChoice are working separately to try to make it easier to close up accounts and transfer funds after the owner dies.
New law will grant fiduciaries access to the digital assets of deceased or incapacitated individuals.
Morningstar reached an agreement with Business Logic, which had filed an intellectual property lawsuit against the research firm.
Employment may be headed for a "breakout year."
