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The digital firm is opening up a new avenue of advice that could be a model for an industry grappling with the challenge of scaling for smaller accounts.

Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.

Greater transparency, high value, low cost and instant access: the financial technology has the power to provide it all.

The founder of HelloWallet shares tips on staying competitive online.

David Gibbons is a senior adviser with Alvarez & Marsal Financial Industry Advisory Services in Chicago. He formerly held several senior-level positions at the Office of the Comptroller of the Currency.

Sonia Sirletti writes for Bloomberg News.

Edward Evans is an editor at Bloomberg Gadfly.

"Banks traditionally pay higher valuations, but [RIAs] should go into deals with eyes wide open," Dave DeVoe says.

The Swiss wirehouse hit the founding partners of an $8 billion firm with a lawsuit.