Banking

Just like in the early robo days, sustainability is a real concern for digital platforms.

Though the fees are controversial, there may not be an easy way for the industry to abandon them.

The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.

The purchase gives the firm, which relies on the U.S. for nearly all revenue, a foothold in Canada.

"Truist" was roundly mocked when it was unveiled as the name of the merging BB&T and SunTrust, but it’s hardly the first bank moniker to elicit a "huh?" from critics.

The former general counsel has signaled interest in staying on.

Players on both sides of the fence are being forced to rethink past practices.

The private equity-backed parent now spans four independent broker-dealers with nearly 2,000 advisors and $65 billion in client assets.

The firm plans to focus on raising money for products that lock up capital for several years, according to people with knowledge of the matter.

The robo strikes a deal to offer direct deposit service and debit cards.