Robo advisors

Firms like J.P. Morgan Chase, Stash and M1 are aiming to serve clients with advice and new tools for all ages and income levels.

Automated investing services use misleading language in marketing materials and portfolio management is not meeting fiduciary requirements.

Is the bank late to the automated investing party, or trying to bring some investors back home?

The robo advisor plans to use the capital to expand its business-to-business units.

Technology that provides more transparency, customization might lead to more widespread adoption.

Plaintiffs claim the firm’s high cash allocations juiced revenue for Schwab at the expense of client performance.

Feedback could inform a rule impacting how fintech startups and traditional wealth management firms use technology to engage retail investors.

The robo advisor agreed to pay $300,000 without admitting or denying the findings.

New questions are being raised about the brokerage’s practices with the Intelligent Portfolios product.

The compliance inquiry relates to past disclosures around the Intelligent Portfolios product.