The deal comes amid a flurry of similar digital investment acquisitions made by competing banks.

Newday’s tools include content centered around clients’ issues of focus and, soon, a corn-based compostable debit card.

FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.

The duo have been active in the venture capital space since departing the social media giant.

CEO Philip Sanders admits the past two years of the segment’s overhaul have been “a grind,” but he says it’s now ready to grow.

If approved, the actively managed product will hold anywhere from 60 to 100 equities across sectors and will have no position holding over 5%.

The IBD network joins asset managers and other companies developing new methods to display how the products integrate into client portfolios.

The bank is taking a cue from FANGs and using data to personalize clients’ experience.

The fintech raised $323 million and is expanding trading of cryptocurrency.

Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.

Commonwealth and Edward Jones remain the top-rated firms — J.D. Power notes they share a few characteristics in common.

Advisors say they’re allocating assets based on client objectives, but they likely are not, according to SEI’s survey.

Financial firms are grappling with what — and how — to tell consumers about the use of their private information.

The asset management and software giants plan to start the rollout of their 401(k) tool and app later this year.

MyVest’s Anton Honikman shares secrets of a successful partnership.

The new digital products are a significant opportunity for the bank, experts say.

Simple solutions may be a better alternative to customization, says the company's CEO.

The network connects advisors with clients whose financial needs have been overlooked, says the firm's CEO.

Almost four in 10 borrowers are under the age of 30, according to data from the Federal Reserve Bank of New York.

The wirehouse is giving the ultrahigh-net-worth crowd a more complete view of their finances, says Don Plaus head of private wealth management.