Just like in the early robo days, sustainability is a real concern for digital platforms.

The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.

"Truist" was roundly mocked when it was unveiled as the name of the merging BB&T and SunTrust, but it’s hardly the first bank moniker to elicit a "huh?" from critics.

The robo strikes a deal to offer direct deposit service and debit cards.

Firms look to attract client cash from Wall Street institutions by offering a buffet of services that cover banking and investing needs.