Americans are relatively comfortable with automated investment advice, but the majority want a human to consult.

Old money is losing out to new money—or is it?

CEO of Independent Financial Partners said the deals with Agreement Express, Beam Solutions and Xtiva will make his advisors’ lives easier.

Betterment for Advisors continues pushing for enhanced advisor-focused features.

There’s a new crop of investors who believe they can affect change through their investment decisions.

M1 Finance is encouraging users on Facebook, Twitter and Reddit to share why they invest with the company.

BNY Mellon’s Lockwood Advisors nearly doubled the number of strategists and portfolios available to advisors.

The SEC order also exposes a weakness in Voya’s independent advisor force.

In its first annual study of advisors and the 401(k) market, Vestwell found wealth managers are interested in the space but going about it all wrong.

The firm demonstrated the their latest offering, a 401(k)-specific tool for advisors working with retirement plans. The new tool helps automate data collection and speed up advice delivery.