Investment strategies

SigFig is partnering with Citizens Bank to launch an advice platform in its effort to become a direct competitor to legacy core systems providers.

The speed at which clients can onboard has helped digital firms fuel an explosion of new discretionary accounts — often with less staff.

Reinventing a new life may involve uncovering new interests and a new way to live after you leave your career.

A lawsuit filed by an ex-client was granted class action status after the firm failed to keep the dispute out of court.

The trading app's move to create its own clearing system signals broader goals.

Factors including low interest rates may have contributed to success.

Capping a flurry of new feature announcements, the Silicon Valley-based robo advisor unveiled a no-cost advice offering.

The partnership with Intuit allows clients to autofill information from TurboTax filings.

The bank could be eyeing a move into digital wealth management.

A Florida court will hear a client’s claim that the firm charges processing fees that had ranged as high as 10 times more than the stated purpose: transaction and clearing costs.

Small company stocks stumbled in the very recent past but have outperformed over the long term.

The deal is the latest consolidation in the industry, which is experiencing pressure on revenues as investors flock to low-fee, passive index and ETFs.

The launch adds to the trend of banks attempting to tap into their base of retail checking account customers as a way to create instant scale in low-cost wealth management.

What's to stop financial planning from being shrunk entirely into a free app?

Educators at colleges featured in Financial Planning's annual schools list offer up their favorite titles for young and prospective planners.

The new unit seeks to provide investors with fund-of-fund solutions.

How this startup is convincing its customers to sign up not only for investing accounts, but also retirement savings and banking.

One hybrid robo advisor is looking to new reporting tools to help push a higher standard of client care.

As digital advice blends with traditional human services, firms are looking to expand into technology hubs around the country.

For potential landlords, owning rental property can sometimes be managed from a laptop or even a phone.