The platform allows advisors to tailor portfolios that have characteristics including state-specific credits, ESG considerations, duration targets and other criteria.

The hits came from all directions: net loss was steeper than anticipated, monthly active users dropped and average revenue per user tanked

The firm “has barely scratched the surface” of selling its technology to independent financial advisors and brokers.

CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.

Clients may forget the tech problems from the end of 2021, but the government may not.

The bank plans to make the robo-advisor the foundation of a new digital offering that will include access to human advisors.

The cryptocurrency exchange recently refunded $35 million to customers whose accounts had been drained by hackers. Here's what banks and other financial firms can learn from the attack.

Saifr’s technology flags risks and compliance issues in documents, social media posts and videos before they are sent for review.

Venture capitalists agree in spirit with an idea floated by the Securities and Exchange Commission that large private companies should divulge more about their finances. But they warn financial services innovation could be stifled if the requirements are too stringent.

In this fireside chat, Ida Liu, the global head of Citi Private Bank, covers a range of topics, including how digital client engagement is evolving.

As boomer advisors retire, look for younger advisors to push the way firms serve clients beyond the limits of what we have yet invented or even imagined.

Regulators haven’t reached out after hack, according to CEO Kris Marszalek

In an exclusive Q&A, Financial Planning asks about the new role and how her experience with financial planning software will inform future decisions.

The app will allow trading of listed stocks and ETFs.

The firm built an education and wellness platform for Fidelity’s eMoney, and it’s rolling out a new app this year.

It’s natural to be worried about being replaced, but it’s smarter to make yourself irreplaceable by taking advantage of the edge technology offers.

The trend shows no sign of slowing down in 2022, but not everyone is convinced the products are good for clients.

In her new role, Rothschild will oversee product development and help scale the wealthtech’s new business lines.

There's been a rush into the latest digital craze, flooding the market with millions of dollars.