Long Game uses behavioral economics and the mass popularity of lottery games to redirect lottery spending toward savings.

"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.

The recruit will be a producing branch manager and oversee 10 advisers, according to his new employer.

Executives at the embattled bank made clear Thursday that they are not discarding its long-standing strategy of selling additional products to existing customers.

Self Lender and Wela, two fintech startups, are making their marks on the PFM space by providing incentives to users to manage their money wisely.

Banks have warmed up to digital wealth management tools but will need to use their human advisers, too, to beat fintechs.

The digital platform was intended for use by all of the firm's wealth advisers.

The role of the firm's latest hire has yet to be determined.

We've sliced and diced our top bank advisers to list the banks and TPMs based on the number of our winners in their ranks.

As wealth management innovates, the ongoing trend is toward simplicity, transparency and greater value.