Technology

Asset management firm Invesco has acquired Los Altos, Calif.-based Jemstep, an advisor-focused digital advice platform and winner of WealthManagement.com’s 2015 Industry Awards for its Jemstep Advisor Pro...

This time is different. | Copyright Chip Somodevilla, Getty Images George Soros spoke at an Asian investment conference yesterday and told the crowd the current market meltdown reminded him of 2008, on the eve of the worst recession in dec...

Millennium Trust Company, which custodies about $16.8 billion in assets, is launching a new platform to make it easier for its 1,000 registered investment advisors to access alternative investments...

Famed E.T. screenwriter Melissa Mathison passed away in November and nobody can find her will. TMZ obtained court documents, which reveal that Mathison’s business manager both confirms the existence of a will and the inability to actually loc...

Famed “affluenza teen” Ethan Couch and his mother Tonya were detained by authorities in Mexico on Tuesday after the two fled the country in the wake of a surfaced video depicting an apparent probation violation by the young man, according to ...

Michael Kane, the co-founder and “master sensei” of digital investing firm Hedgeable, thinks 2016 will be the year that the robo advisor term is finally retired. “As platforms become more robust and the product set more diversified, pigeonhol...

Alexey Sokolin founded NestEgg, an early robo advisor and digital wealth management platform, in 2010 along with fellow graduates of Columbia’s business school, then sold the platform to Vanare where he is now chief operating officer and...

Many so-called experts have given their 2016 predictions: “Brace yourself for volatility,” “Be prepared for a downturn,” and so on. All are focused on the short term. Financial gurus such as Larry Fink and Warren Buffett...

There’s a large and untapped pool of small business owners who have not started 401(k) plans for their employees. Can you get there before the robos?