Technology

TD Ameritrade Institutional is known for its open-architecture approach to advisor technology, while Fidelity has taken a more in-house, closed ecosystem strategy. Now Pershing is taking an approach somewhere in the middle...

Punning on the iconic phrase, “may the Force be with you,’ May 4 has taken on the identity of Star Wars Day...

Did your firm make the list? | Fanatic Studio/Thinkstock Which financial services companies have the best gender equality policies? The Bloomberg Financial Services Gender-Equality Index (BFGEI), launched Tuesday, has identified 26 financi...

Making personal financial management as easy as making a cup of coffee. Morningstar launched a new personal financial management portal on Monday built around the ByAllAccounts data aggregation service Morningstar acquired in April 2014...

Got a plan? Write it down, then hang out. | monkeybusinessimages/iStock/Thinkstock Despite the ubiquitous emphasis on the need to plan for retirement, few actually put it in writing. More than half of retirees have a retirement strategy, b...

(Bloomberg) -- On a recent Monday in April, more than 100 executives from some of the world’s largest financial institutions gathered for a private meeting at the Times Square office of Nasdaq Inc. They weren’t there to just talk...

(Bloomberg) -- Colin Lokey, also known as "Tyler Durden," is breaking the first rule of Fight Club: You do not talk about Fight Club. He’s also breaking the second rule of Fight Club. (See the first rule.) ...

Some go up, some go down. Asset-weighted average fees across all U.S. mutual funds and ETFs fell from 0.64 percent in 2014 to 0.61 percent in 2015, according to a new report from Morningstar. But the research firm suggests the decline is ...

NerdWallet is the latest media company to test the digital financial advice waters. ...

The financial services industry has had nearly three full weeks to digest the final fiduciary rule from the Department of Labor, and firms are quickly putting plans in place to comply...