Julie Verhage

The software giant’s offer comes as many fintech companies are becoming established enough to go public.

54% of mutual funds underperformed their benchmarks since the election, researchers find.

Drivers in Seattle, Boston, Chicago, and New Jersey will be offered IRAs first, with plans to expand to other cities later this year.

The first independent robo to reach the milestone.

Wealth management firms need to acquire their own robo platforms because digital startups represent a real threat with "a long runway for growth," the analyst says.

Digital advice technology is more likely to enhance advisor productivity, not replace humans, according to a new Citigroup report.

Wealthy clients now face a bevy of headwinds that include succession and inheritance issues as well as higher taxes.

After a few years of reasonably calm markets and stable growth around the world, Citigroup says the chances of a global recession are already high and rising.