Envestnet Inc. has been the reported target of a potential sale ever since the tragic death of its well-loved co-founder and CEO Jud Bergman more than two years ago.  The wealthtech tea leaves last week had the turnkey asset management ...

When former financial services executive Mark Hayes needed to transfer money to pay bills while on the road late last year, he noticed his Vanguard Group Inc. mobile app had suddenly changed.  Some of the functionality on the company’s Beacon ...

One of the leading independent robo-advisers is up for sale with a price tag that has some potential suitors doing a double take. After a summer of sale rumors, Wealthfront Corp. is now reportedly on the block with an estimated ...

Betterment, the leading independent robo-adviser, is known for high-profile TV campaigns, including commercial spots during the U.S. Open featuring Maggie Siff from the hit Home Box Office Inc. show “Billions.” But no one in the marketing department of the 420-employee-strong ...

Mobile investing apps exploded in popularity post-pandemic and some analysts say they could draw hundreds of millions of new retail investors by the end of next year. That meteoric rise is attracting the attention of lawmakers and regulators, who are ...

Armed with flashy mobile trading apps and free stock trades, millions of young Americans are opening up brokerage accounts online and putting traditional financial advisers on notice. The six million people who downloaded trading apps in January alone represent a ...

There are more than a handful of considerations keeping advisers on the fence about Bitcoin, like links to money laundering and terrorism, to name a few, but concerns about cryptocurrency’s impact on climate change are quickly becoming too real to ...

They say there’s no such thing as a free lunch, but Charles Schwab & Co. could have customers believing otherwise.  The discount brokerage’s Intelligent Portfolios platform has long advertised itself as having no advisory fees or commissions, but a $200 ...

If chasing around millennial investors doesn’t make you feel old enough, the oldest Gen Zers are now flirting with the idea of entering the markets, and a well-known brokerage is launching tools to help teenagers buy and sell individual stocks.  ...