Technology

News comes in the wake of very similar announcements from custodial rival Schwab

The firm behind the app claims it uses algorithms created by Wall Street banks like Deutsche Bank, Brevan Howard, Tudor and Bank of America.

New technology presents many investment opportunities.

Dr. Carolyn McClanahan announced on Twitter she was parting ways with the software provider that builds modules to help advisors in asking their clients tough aging-related questions.

Orion Advisor Solutions' private equity owner is reportedly asking $1.875 billion for the firm. Founder and CEO Eric Clarke said the news came as a surprise.

What's the solution for startup denizens that don't understand options and planning? Another startup.

About a quarter of people with a U.S. bank account have used Plaid to connect to the roughly 11,000 financial institutions it works with.