The partnership between Europe’s largest bank and the world’s biggest asset manager comes as both industries are battling to use technology to increase profits and improve service.

'All of the other firms we interviewed looked the same, acted the same,' said Patrick Simpkins, founder of Proximity Financial Partners.

Calton & Associates has filed for an asset purchase of accounts that choose to come over from Capital Financial Services, which has some compliance baggage.

Alexa von Tobel's venture capital firm, Inspired Capital Partners, added a $1 million investment to Kindur's Series A round.

Wealth management was supposed to be a steady source of income, so this dropoff in revenues is a taste of reality.

The Massachusetts Securities Division accused two advisors of overconcentrating portfolios with risky oil and gas investments.

Microsoft Corp. co-founder Bill Gates, once the world’s richest person, has again eclipsed the $100 billion threshold, joining Amazon.com Inc.’s Jeff Bezos in the exclusive club.