The New York-based bank is broadening its offering to financial advisors, a key source of growth in the asset-management industry.

After hiring Kara Murphy, the wealth manager aims to roll out investment management research and modeling tools for more than 2,400 advisors.

The No. 1 IBD added to its record headcount with the third billion-dollar move it unveiled in a two-week span.

The company is buying financial-literacy startup PayGrade, which makes a virtual banking and investing product used by K-12 schools.

How technology is enabling new types of payment transmission and what this means for banking.

Each time Edelman made a deal with investors in his advisory firm, he carved out a strategic payout for himself and a profit stake in the new entity.

The lead founder of Edelman Financial Engines, the largest independent advisor in the country, has surprising lessons about selling his 'clients first' firm to private equity investors.

The deal values the robo advisor at close to $966 million, according to people familiar with the matter.

Building a safer ecosystem: Why transparency, controls, and partnerships will drive next era of financial services.

Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.