The 12th edition of the "Robo Report" also reports that Vanguard and SigFig scored highly on overall performance among 18 analyzed robo advisor providers.

The nontraditional investment product platform is dipping its toe into insurance, launching a service with Robert Schechter and Associates LLC.

With the latest features, advisors can quickly and easily generate reports and compare model portfolios for clients or generate marketing collateral.

A cottage industry to help advisors comply with the rule is already cropping up, the latest coming from La Meer.

Wealthsimple CEO Mike Katchen plans to transform the Toronto-based firm into a broad-based financial services company.

LPL's 16,000-plus advisors will now have discounted access to the popular CRM offering.

Ladenburg Thalmann Financial Services has invested in Newday Financial Technologies Inc., a San Francisco-based investing startup that offers low-cost impact investment strategies aimed at millennials.

The big banks, independent robos and other digital CFO offerings have a long way to go. But they are coming for you.

The Silicon Valley-based mobile trading app is setting up shop in the U.K. after receiving the green light from regulators.