The deal marks Robinhood’s move into wealth management. The firm says it wants to connect its investors with human advisors.

The brokerage firm will buy TradePMR which custodies assets on behalf of financial advisors and has more than $40 billion in ...

The vast majority of asset and wealth managers have set out plans to tap into the potential AI brings to bolster their growth over the next few years, a PwC report has found.

Morgan Stanley is looking to add employees of startup companies as wealth management clients as U.S. investment banks prepare ...

The integration of OneVest's technology will empower Westwood's private wealth advisors with a streamlined digital experience ...

Citi's turnaround shows promise, but caution is advised due to short-term pressures and weaker returns compared to peers.

Rothschild has launched a wealth management office in Dubai to boost its offering to local clients as well as wealthy individuals in the region, it said on Tuesday, following other financial ...

Jed Finn says the firm's wealth unit could easily meet its operating margin goals if it simply stopped spending money to support advisors. But it's not about to do that.

The company’s new enterprise unit already has a big client in insurer Prudential Financial. Can it win more such customers?

New York City-based Zeplyn has raised $3 million in seed funding for its AI assistant for financial advisors. The Zeplyn Meeting Assistant takes unstructured conversational data and turns it into ...

Under New Jersey Market Manager Alma DeMetropolis, the local team has doubled in size over the past five years,.

Excessive fees can erode financial returns, highlighting the value of professional guidance in effectively managing costs.