Invest Insights

Digital advice is still in its early days, says SigFig CEO Mike Sha.

Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.

New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.

Data about client behavior will drive better user experiences.

There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.

Venu Krishnamurthy is joining the asset management giant at a time when it is reorganizing itself and tinkering with product offerings to ward off fintechs and other challengers.

Envestnet's aggregator rolls out PFM features meant to appeal to younger clients — and links to Alexa.

There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.

The technology platform powerhouse is betting on integration, but competitors eye disruption.

The $3 billion sale of Financial Engines to Edelman Financial Services puts every investment adviser on notice that the future is in digital wealth management. More deals like it are expected.

BMO Wealth Management aims to modernize its investment service and give advisers better equipment. Others offering automated advice solutions include UBS, Wells Fargo and JPMorgan.

Overstock will offer automated investing to its millions of shoppers. Some financial advisers reacted with a shrug, but are they underestimating the move?

Jon Stein plans to make Betterment's robo-adviser as personalized and intelligent as the online retailer's recommendation engine.

Michael Lewis calls it a "pump-and-dump" scheme. Liz Ann Sonders says it's "the next kale." Should clients invest in cryptocurrencies?

Following in the footsteps of Chase, Wells Fargo and others, Fidelity is launching an application programming interface to let third-party apps access customer data — as long as the customers grant permission.

Catering to young clients, Finn by Chase blends instant account access, emojis and PFM tools.

Millennials want mobile-first digital advice, and will invest millions on such platforms.

Like many financial companies, the brokerage wants to go where customers are. Since that means communicating with them via a third-party platform, it is working through privacy and security issues.

Access to banking information ensures advisors can perform holistic planning, fintech firms say.

Qapital's funding round comes as banks are increasingly adding money management tools to their mobile apps.