Finance

The robo advisor plans to use the capital to expand its business-to-business units.

Two of the most generous tax loopholes are on the chopping block, the latest surprise in emerging tax increases.

Dave banking app originally created to do away with overdraft charges has taken the industry by storm. It's on a mission to advance financial opportunities for all Americans. Join Penny Crosman, Executive Editor of American Banker and Jason Wilk, CEO and Co-Founder of Dave as they talk about how this app is changing the way people manage their money and what’s in store for the future of one-stop-shops for finances.

Aaron Klein will remain CEO and previous investors like FTV Capital will exit in the recapitalization deal.

Find all of the data from FP’s annual survey of the industry and ranking of firms by yearly revenue.

Sonya Lutter joined Herbers & Co.'s Academy as its new director of institutional research and education.

The California-based firm’s latest $1 billion RIA grab is just the start, its leaders say.

After unveiling another deal for an RIA with billions in AUM, the firm is also revamping its CRM system with Salesforce as its vendor.

Rising equity values and incoming assets drove higher earnings despite the lower number of financial advisors at one of the largest wealth managers.

Tailwinds behind fiduciary services and financial advisor demographics are working in the RIA holding company’s favor, CEO Rudy Adolf says.