Robo-adviser platforms are coming under the gun again as the latest tech advances attract increased scrutiny from regulators and raise concerns about the possibility of conflicts. New tools, like artificial intelligence and predictive analytics, have helped robo-advisers better manage money ...

The future of digital financial advice might not be all that digital after all. According to a new study published by The Vanguard Group Inc., the vast majority of advised clients (90%) aren’t interested in totally digital advice, commonly referred ...

Once touted as Wall Street’s greatest disruptors, robo-advisers are now integral parts of the wealth management strategies at some of the industry’s largest companies — including Vanguard Group Inc., BlackRock Inc. and UBS Group — and are amassing billions of ...

The recent UBS acquisition of Wealthfront for an eye-popping $1.4 billion brings down the curtain on Act II in the long-running drama, “Robos on Wall Street.” What will happen in Act III, and how will the show end? First, review ...

The long-standing battle between passive and active management is heating up again in robo-advice with new fintechs pushing the boundaries of digital investing, but this time, they’re blending traditional stocks with more volatile cryptocurrencies.  Even after the recent sell-off that ...

UBS Group has become an investor favorite in recent years as a reliable beacon of profitability. For Chief Executive Ralph Hamers, such stability poses a challenge: how to fix something that isn’t visibly broken. Coming from ING Groep, the Dutch lender ...

UBS Group is buying the leading independent robo-adviser Wealthfront Corp. in a deal valued at $1.4 billion, ending months of speculation over the fate of one of the industry’s largest automated-advice platforms. The deal adds more than $27 billion in ...

UBS Group agreed to buy U.S. robo-adviser Wealthfront for $1.4 billion in cash, the first major acquisition of a fintech company under Chief Executive Ralph Hamers. The deal will add more than $27 billion in assets under management and over ...

In this month’s edition, we look back at the four major trends underway in the financial adviser ecosystem that shaped the big AdviserTech events that occurred in 2021, and what the trends portend for the year to come. The first ...

The Securities and Exchange Commission recently issued deficiency letters to almost every robo-adviser, citing shortcomings in how those companies are managing portfolios and disclosing conflicts of interest, which could signal future enforcement actions in the months and years to come.  ...