The new tool will incorporate analysts’ past decisions and data, and extend their approach to funds not currently covered.

Riding a wave of funding, smaller fintechs are looking to grab larger influxes of cash.

Following criticism for its faulty 2016 election algorithms, the firm appointed a new research director to collaborate with its quants and money managers.

The first U.S.-listed marijuana ETF already has inflows of $386 million this year.

The firm is the latest to adopt new technologies into the client-advisor relationship.

The bank is looking to attract more affluent customers with $250,000 to $3 million in investable assets, the bank's head of wealth management told analysts.

The retailer's foray into wealth management is a wake-up call for an industry that often overlooks female investors.

The largest independent digital advice platforms profited significantly from a strong M&A market last year.

Spanning 50 federal districts, the case involves criminal and civil charges for as many as 200 defendants.

The test will also be modified to account for the new tax law while aiming to plug leaks in the pipeline from college to CFP certification.

So-called stable coins may be the “key to unlocking widespread adoption,” a virtual currency founder says.

YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.

Planners must make accurate disclosures about their service models, says the regulator.

The CEO of the firm’s parent says it expects to trim hundreds more advisors from its ranks over coming months.

As investment management becomes a supporting service, software providers are facing disruption.

CEO Josh Pace credits the smaller custodian’s agreement to be sold to E-Trade for the move.

Artificial intelligence, digital privacy, health care and geopolitics will impact clients in "deeply personal" ways in the next decade. For advisors, that’s a huge opportunity.

The decentralized and unregulated nature of bitcoin makes it difficult to appoint an heir.