The turnkey asset management platform's deal for OBS Financial Services will bring it relationships with 21 banks and 300 financial advisers
Technology won’t make winners out of all advisers, but those who understand the origins of the digital age look well-positioned to thrive
One customer has filed a class-action lawsuit against the online brokerage, claiming it failed to meet contractual obligations
Wealthfront and Betterment stayed online, while TD Ameritrade's Essential Portfolios did well by capturing more market upside than downside
No system can ever be foolproof, so it's imperative that brokerages like Robinhood build-in the necessary fail-safes so people can always access their money
What investors need – and what many firms are building to serve them
The purchase comes just months after Morningstar acquired an Australian tech company
Customers blasted the closely held company on social media during the outage and several said they would close their accounts
As U.S. stocks headed for their first gain in eight sessions, the online brokerage had technical issues
With more people than usual logging in to check their accounts or make trades, some platforms are slowing down
Vestwell now brings all non-custody services in-house
This month's edition kicks off with the big announcement that Visa is acquiring Plaid for a whopping $5.3B
The retirement plan provider says the side-by-side view isn't a signal that the different accounts should be treated similarly
The website problems came as markets tumbled Monday morning
Last year highlighted many of the major trends of the past decade, which will continue to shape the industry in the decade to come
Conference founder Joel Bruckenstein denied suggestions that attendance has decreased or competition has increased
The sale of Fiserv's investment services business to Motive Partners closed Tuesday
LPL, Fidelity and Orion were among the companies announcing new integrations at the conference
Despite Edelman's enthusiasm, his firm does not recommend digital assets to its clients
Fidelity Institutional's Lisa Burns describes the tech changes on the horizon for its clients.
