This article originally appeared in Morningstar Direct Cloud and Morningstar Office Cloud. Robo-advisors have emerged as real competitors to traditional financial advisors. The attraction for ...

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.

The initial set of high profile robo advisers had to blaze their own trail, solve tough challenges and invest a lot of capital to get where they are today. While some forecasts show the number of ...

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 ...

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 ...

Roula Khalaf, Editor of the FT, selects her favourite stories in this weekly newsletter. Many large asset managers have shelled out time and money to develop robo-advisers. But, while assets invested ...

Convergence is a happy word to a lot of busy IT folks working long hours still standing up large complex stacks of infrastructure (despite having virtualized their legacy server sprawl), much less ...