The bank created a new unit that houses its Marcus online lending business and credit-card venture with Apple.

It looks bright, says the CMO of Carson Group — but only if advisors face up to the problem and actively convert it into an opportunity.

Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel.

The robo advisor is also pursuing more banking business.

In search of new sources of revenue now that it has slashed fees on stock trades, the brokerage giant could use the influx of deposits to grow its loan portfolio and add new banking services.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

Advisors say they have concerns about an upcoming recession, according to a new survey.

Advisors will be able to offer “different types of lending,” CEO Walt Bettinger tells planners at the company’s Impact conference.

Independent investment platforms are projected to lose market share to larger entrants, according to industry data.

An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps and websites.