Officials say the decision to call off the acquisition, first announced in January, was mutual.

Plus, a new product launch for Riskalyze, growth in the robo-advisor market and an inclusive real estate investing platform.

Research suggests that 25% of the population will spend at least an hour a day in the metaverse in just a few years, opening the door for scammers to find new marks.

The bank is focused on digital investing solutions as it widens its wealth management footprint.

While trying to solve a financial problem in his personal life, the MaxMyInterest CEO accidentally became a fintech founder

After a longstanding relationship, the New York alternative investments firm buys a chunk of the Swiss bank.

Plus, Orion Partners with Apex and SigFig expands its executive leadership team

The merger of a pair of industry powerhouses isn't set to complete until 2023. But the veteran Schwab exec gives a preview of what's on the way.

Young investors are increasingly turning to TikTokkers and YouTubers for stock tips, often with bad results. Here's how advisors can steer them away.

Plus, the best robos for first-timers, low cost and complex planning.

Too high a score can stymie bigger dreams and personal growth on the part of the client, writes Joe Maier.

Reports of Russia's malicious cyber activity can spur investors to greater vigilance, but if the worst happens, quick action is crucial.

Studies show that the market has created a "Goldilocks" moment for alternatives. But technology and the industry need to work together to get it "just right."

Here's a list of the terms that advisors interested in crypto should be familiar with.

The Women's World Banking innovation challenge wants to fast-track ideas that support women's economic prosperity and empowerment.

A new Arizent study finds that the wealth management industry is deploying AI tools in a significant number of cases at a rate three times higher than those in banking, and even higher when compared to mortgage and insurance.

The fintech veteran and NYC Fintech Women co-founder is doing it all, and wishes she could do more.

Just months removed from taking the reins of one of the fintech's new business lines, D'Auria joins the FP podcast to talk about what's next for the industry.

Customer experience has become integral during the pandemic and now underpins many strategic initiatives of wealth managers.