A roundup of recent technology news starting with Tifin Group's Broadridge connection.

Six months after announcing its model marketplace, the firm is expanding its provider list beyond DFA and Vanguard.

More advisors are separating fees for financial planning from investment management, but what’s the right price tag?

Schwab said it's been cooperating with the SEC's inquiry into its Schwab Intelligent Portfolios robo advisor product.

The five ETFs collectively lured about $13.5 billion on Wednesday amid the rebalancing of the FTSE Russell indexes, compared with a $37 million inflow for all five funds last week.

Digital account onboarding—long promised—is a must-have for Charles Schwab, says one analyst. The firm is preparing for the feature's launch next month.

Steward Partners, a $23 billion hybrid affiliated with Raymond James, is moving toward a multicustodial model and chose Goldman Sachs to support that effort.