Bank of America's soon-to-be-released virtual assistant, erica, is being trained to provide personal finance advice.

The launch comes as banks and other players in the advisory industry vie for the $30 trillion in wealth that is expected to change hands in next several decades.

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.

The impact of digital companies may be felt later than sooner; but millennial clients and health data seen as catalysts, experts say.

Digit's decision to charge a monthly fee speaks to the challenge of making fintech profitable.

Wealthfront is the first of the tech-powered financial advisers to offer securities-based lending. It will compete with the likes of Wells Fargo and Morgan Stanley.

Even though the rule has been delayed, the issues raised by it still need to be addressed by advisers, according to industry insiders.

Bots and machine learning are becoming increasingly common in financial services. But that is not the purist’s view of what AI represents.

Google Play and CFSI aim to improve use of financial health apps through a storefront organized by consumers' needs and by publishing a guide for app developers.

The German bank said the new space will help its 7,000 bankers in New York connect with startups.

Qapital's funding round comes as banks are increasingly adding money-management tools to their mobile apps.

AdvisorEngine's purchase of software firm Wealthminder is the first of what's expected to be another year of deals and investments into the wealth management fintech space.

Echelon’s recent launch of a platform helps firms support firms’ ‘wealthtech’ strategies.

When advisers blend behavioral finance approaches with data insights, it makes them even more valuable.

The digital M&A trend has much in common with the wildly popular game app.

Banks are racing to incorporate new technology to fend off new entrants seeking to steal established firms’ customers.

Previous investors were happy to let a Canadian firm be the sole investor, says Bill Harris, CEO of Personal Capital.

While large brokerage firms pilot digital advice platforms, D.A. Davidson is holding back to see what works and doesn’t, says a top executive.

Common-sense advice for aspiring entrepreneurs, including: watch your pennies, live in the right places and choose your associates carefully.

LPL Financial wants its advisors to know that it has heard their complaints and is doing something about them.