Portfolio

Banks are gravitating toward a new technology they think can help customers more easily open mobile accounts: allowing photographs from smartphones to help customers auto-fill portions of their application.

To better police the advisory industry, the SEC chief seeks additional funding for advisor examinations and to bolster enforcement.

Claire Cockerton of U.K. trade group Innovate Finance explains how technology can rehabilitate the global banking industry's reputation and how London became a financial technology hub.

Schwab sought restitution in arbitration after an advisor left its Private Client Group to join Merrill.

Vanguard says assets in its Personal Advisor Services start up, still in the pilot phase with no paid advertising support, rose from $755 million in 2013 to $10.1 billion at the end of last year.

The range of efficiency tends to be similar within sets of U.S. stock and bond funds. Should advisors care?

Only a third of advisors surveyed by IMCA feel safe enough to say that robos pose "no threat" to their business. A skills upgrade is one line of defense, the group advises.

Top earners understand that annuities unburden them of some investment risks and give their assets a layer of legal safety from creditors and frivolous lawsuits; Plus, how to assess lump-sum payments of future benefits.

Here’s a primer on long-short funds, managed futures funds and managed payout funds.

"I’m delighted to be returning to my California roots and joining Google," Porat said of her move back home to Silicon Valley.