The financial literacy, savings and investing app for kids has received investments from several NBA stars and giants such as Fiserv and U.S. Bank.

The company has added $1 billion in assets in 18 months.

After Schwab acquired Motif in May 2020, a slew of companies quickly bought their way into the strategy.

How technological innovations, market forces and changing investor preferences combined to bring a millionaire's strategy to everyday investors.

The same trends upending other industries offer opportunities for advisory practices to get ahead of the competition.

Akshay Singh’s Indyfin seeks to give more independent practices access to client leads and the potential opportunity of online reviews.

Fintech deals totaled $348.5 billion in 2021. Here are the trends causing the record transaction wave.

The sale of the robo advisor represents a $1.6 billion dollar vote of confidence for all financial advisors, says Riskalyze CEO Aaron Klein.

The CEO and board member Dani Fava stepped down from a startup that has helped more planners gain familiarity with digital assets.

Alex and Rosa Chalekian, along with their three sons, have launched a new subscription service providing education and coaching.