The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.

The firm's chief Eric Clarke says there are multiple suitors.

Advisors should be increasingly aware of how banks are shaping client expectations.

The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”

Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.

The bank was accused of infringing on another firm's patent for a mobile deposit system.

Asset managers stand to gain from an SEC-approved ETF structure since “selection of securities is the intellectual property for which they are paid fees.”

The partnership will likely help both industry titans with their long-term strategic plans.

The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.