Current and former clients claim personal information, including Social Security and passport numbers, have been exposed due to negligence.

Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.

About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.

The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.

If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience.

Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes.

Using machine-learning algorithms, the firm's $106 billion systematic active equity group researches social media pages and online job postings to build portfolios.

The COVID-19 pandemic has infected the service’s annual list of top tax scams.

Wall Street criticizes rookie investors for driving up stock prices, but there is little evidence supporting the narrative.

“What this tool does uniquely is it takes the depersonalized delivery of benefits and really helps the individual determine how best to get the most out of their benefits,” says Voya’s Andrew Frend.

Members of Congress question whether the company is doing enough to protect inexperienced customers engaging in high-risk investing.

A former engineer claims he was “routinely harassed and discriminated against” by the custodian and its management.

The two companies have deep ties and are now formalizing the bond.

Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.

The latest cash influx values the fee-free trading app at $8.6 billion.

Startup Breakaway Bookkeeping & Advising is building a network of finance professionals to act as virtual CFOs for small-business clients.

Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.