Weekly Top 6

2. Who will write the wealth industry’s future: Big banks or robo advisors?

The advice industry’s current structure is “dumb” and in need of fixing, according to Betterment CEO Jon Stein. (Financial Planning) Read More

3. Advisors report higher fees, Schwab’s Clark says, but also an increase in services

Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference. (Financial Planning) Read More

4. E-Trade 'very slow and deliberate' in picking RIAs for referrals, CEO says

With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management. (Financial Planner) Read More

5. Schwab’s subscription pricing draws younger clients, more lucrative accounts

More than one-third of the $1 billion new assets on the digital advice platform are from new clients. (Financial Planning) Read More

6. Advisors’ new toolkit: Biometrics, risk algorithms and machine learning

Hyperpersonalization delivered via improved technology is critical for client relations, a new report says. (Financial Planning) Read More

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In|Vest is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 5,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. » Learn More