Technology

Turnkey asset management firm AssetMark has redesigned its investment platform based on principles of behavioral finance to help advisors manage client emotions during extreme market movements by turning the conversation away from "what" investme...

Ponzi scheme? Aequitas Capital Management, the Lake Oswego, Ore.-based alternative investments firm that made a bad bet on student loans, was charged by the Securities and Exchange Commission for concealing its “rapidly deteriorating finan...

Investopedia, the personal finance and investing education website with 20 million unique monthly users, is dipping its toe into the world of financial advice. The online financial encyclopedia publicly announced Advisor Insights on Monday, a ...

Don't bite. | Copyright Mario Tama, Getty Images The Zika virus is the latest health crisis to strike, and the Centers for Disease Control and Prevention has issued a public health alert for travel to places where the virus is spreading. B...

Betterment announced a new account aggregation capability on Wednesday to improve both the user experience and the company’s ability to provide automated advice. The so-called robo advisor now lets users sync accounts held at other financial i...

Not running. | Copyright Mike Coppola, Getty Images A survey of more than 1,100 financial advisors found that in the upcoming presidential election, they favor Florida Sen. Marco Rubio. The poll by Advisor Perspectives, which included 13 c...

Salesforce officially entered the financial services technology market Tuesday with the public launch of the Financial Services Cloud, its first industry-specific client relationship management (CRM) product...

Click to view the full graphic. If $1 million landed in the laps of your clients today, nearly 40 percent of them say they would use it to buy land, according to a survey by Mirador Wealth. But the survey gave respondents only five options...

Snapchat has raised $175 million in fresh funding from Fidelity Investments and other investors, according to a source familiar with the matter...

Stock tips to go with that coffee? | Copyright Christopher Furlong, Getty Images It seems that if you want the best-performing portfolio, along with a croissant, head to France. According to analysis performed by Natixis Global Asset Manag...