More advisers will partner or find a way to leverage robo technology in their plan business, and the technology can be an efficient way to scale advice. Mitch Caplan, chief executive of Jefferson ...

The fledgling robo-advice platforms in North America have a couple of strikes against them in their quest to establish sustainable businesses, according to Nicholas VanDerSchie, head of advisor ...

The market correction on Friday and volatility that continued into this week may be the first test of automated investment platforms that critics of robo-advisers have been waiting for. Monday morning ...

Robo-advisors haven’t replaced traditional advisors as many expected when they emerged in the early 2010s. Instead, they have widened the availability of advice and influenced how all firms serve ...