Technology

Motif, the online broker that offers thematic investing, is launching Motif BLUE, a subscription service it describes as “Spotify meets investing.” For $5 per month, investors can do unlimited trading with one of Motif’s baskets of securities...

According to E*Trade’s latest quarterly study of investors, “ease of use” is the biggest driver of customer satisfaction with online investing tools. Two out of three investors surveyed said that more than anything, they want to feel confiden...

Since the one-time storied brokerage was acquired in 1987, EF Hutton has tried to reinvent itself several times. The firm attempted a comeback as a brokerage in 2012, which fizzled out, and again last year with a new management team and the launch...

(Bloomberg View) -- It’s time to ask a scary question: How much of the financial industry will soon be obsolete? There are many examples of technologies that have been replaced by something newer and better -- film replaced by digital cameras...

"Halal portfolio management." | Copyright Sean Gallup, Getty Images A new robo advisor is targeting Muslim investors with access to what it calls “halal portfolio management.” Wahed Invest says its platform, Wahed, is the world’s first automat...

Betterment believes automated asset location strategies can improve after-tax returns by 0.48 percent per year.

In the latest comeback attempt for the storied brand, the owners of EF Hutton are launching a new website Wednesday that provides “automated financial services for clients 24/7 and with customized services.” Sounds like a robo?

Watch for the shift. | Copyright Scott Olson, Getty Images Discount brokerages like Charles Schwab and E*Trade can compete with the full-service players on value and price, but a foray into the advice segment will be key, says Morgan Stanley a...

They believe in unicorns. The mutual fund industry is taking on a bigger role in Silicon Valley—and some venture capitalists aren’t happy about it. Fidelity currently holds stakes in 24 unicorn startups—those with $1 billion or more valuation...

If advisor technology firms competed over advisor dashboards and client portals in 2014, and for control over the advisor integration hub in 2015, the arms race in 2016 is to help advisors comply with the Department...