The big banks, independent robos and other digital CFO offerings have a long way to go. But they are coming for you.

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

Since 2015, Fidelity has been defaulting client cash in retail brokerage accounts to their U.S. government money market fund. Today, they took the opportunity to compare that default cash yield to competitors'.

The CRM provider completed an integration previously in beta and is improving its data security following a breach earlier this year.

Deal ensures Schwab is the exclusive referral wealth management provider to USAA members, but given smaller account sizes, "we don't see conflicts in this and the RIA channel," says a Schwab executive.

Charles Schwab's 2019 RIA Benchmarking Study revealed new clients sustained their firms' business performance, even as AUM fell slightly in 2018, a result of market volatility.

Charles Schwab is planning to start three new products focused on corporate bonds and Treasuries, almost doubling the number of debt exchange-traded funds it offers.

The San Francisco-based brokerage firm is in talks to buy USAA’s brokerage and wealth-management operations for roughly $2 billion.

The rebranding and change of fee structure have given Schwab Intelligent Portfolios Premium a boost.