In the latest salvo in the long-running debate, Melanie L. Fein, the former senior counsel to the board of governors of the Federal Reserve, says FINRA's March guidance on robos for B-Ds actually ...

When robo advice platforms first surfaced several years ago, many flesh-and-blood financial advisors were afraid that these tools would make them obsolete — or least force them to lower their fees.

Some of tomorrow’s wealth clients are today DIY investors who use robo-advisors that they don’t understand — and that dynamic stands to hurt client retention, a report from J.D. Power found. Among ...

Robo-adviser users are often stereotyped as young, first-time investors with minimal assets who are just getting their footing in financial planning. Yet fresh data show robos are making inroads with ...