Technology

Bank of America’s Merrill Edge launched its own robo advisory service this week.

The special charter proposal levels the playing field by applying the same statutes that currently apply to national banks to those fintech companies that choose to apply for the national charter.

Asset managers, broker/dealers and banks using Fiserv can deploy a client portal, a self-service robo, or a hybrid offering.

Despite some curveballs from competitors and politicians, TD Ameritrade Institutional head Tom Nally assured RIAs gathered at the firm’s national conference that they are winning the hearts and minds of retail investors, and his company has the...

Rick Ketchum joins the MarketAxess Holdings board, RiXtrema finds retirement savings and a New Jersey financial advisor pleads guilty to bilking seniors.

Why you should bet on the Atlanta Falcons, how Donald Trump saved stock picking and Apex hires Ron Fiske away from Envestnet.

The robo advisor believes its new automated financial planning tool is more personal and connected than a human advisor could ever be.

To help you ensure a successful conversion, here are five mistakes to avoid along the way.

Morningstar lists the unloved of 2016, Jordan Belfort knows a scam when he sees one and tech vendors boost integrations.