The $9.3 trillion held in defined benefit and defined contribution plans are a tempting target for thieves.

Most advisors are enthusiastic, with some caveats, about Fidelity's new 'Youth' trading account.

Altruist founder and CEO Jason Wenk, vowing to take on the incumbent custodians, landed an eye-popping $50 million in a Series B round of funding and added Vanguard as an investor. But the sales pitch has shifted, observers say.

Following the launch of custom portfolios, Betterment for Advisors is introducing an intelligent to-do list specifically for advisors.

The custodian has sought to streamline the often 'archaic and onerous' process of onboarding advisors and clients.

Led by Softbank, Zoe has raised cash to improve its user experience and make new hires in a competitive niche.

Teenagers ages 13 to 17 will be able to trade U.S.-listed stocks, Fidelity mutual funds and most exchange-traded funds, with no account fees or commissions.

Advisors using Integration Xchange will now be able to monitor their integrations, including running checks on digital certificates.