Bridging technology and investing trends, Ethic aims to facilitate individualized portfolios weighing ESG factors.

Fidelity, which has $2.8 trillion under management, on Tuesday announced the addition of four index funds with expense ratios of 0.05% that invest in either mid-cap or small-cap growth or value stocks, as well as a municipal bond vehicle charging...

The San Francisco-based brokerage firm is in talks to buy USAA’s brokerage and wealth-management operations for roughly $2 billion.

The Ritholtz robo is getting a reboot and dropping Envestnet's Upside.

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

Fidelity Investments, JP Morgan Chase, Pacific Investment Management among money managers coming back to the CLO market.

The TAMP plans to raise up to $100 million to pay down debt and acquire other businesses.

In addition to a steady stream of acquisitions, the firm organically grew by more than $1 billion in new assets in both 2017 and 2018.

Advisors are taking advantage of the one big tax break that hasn’t disappeared—deductions for charitable giving, according to a new survey by Fidelity Charitable.