Once touted as Wall Street’s greatest disruptors, robo-advisers are now integral parts of the wealth management strategies at some of the industry’s largest companies — including Vanguard Group Inc., BlackRock Inc. and UBS Group — and are amassing billions of ...

Whether the favored Los Angeles Rams or the underdog Cincinnati Bengals come out on top at Super Bowl LVI this Sunday, one multibillion-dollar wealth management startup will have already notched a major marketing win. SoFi Technologies Inc., which dropped big ...

SoFi Technologies Inc., the financial firm led by former Twitter Inc. executive Anthony Noto, surged after the Office of the Comptroller of the Currency granted it a U.S. banking charter. The online lending platform acquired Golden Pacific Bank as a ...