Fiserv will receive about $510 million for a 60% stake in its Investment Services business.

The deal gives Chase customers access to Yodlee’s financial applications, with the goal of improving their spending, budgeting, savings and investments.

Junxure takes advantage of Schwab Advisor Services' new digital account open workflow; LifeYield announces single sign-on to Schwab Advisor Center.

The three primary avenues of attack.

What clients really want is a professional to help them make better decisions than they could on their own. Fintech alone can't do that.

Improvements include a reduced number of fields and better integration with data from preexisting account holders.

Interactive Brokers follows up IBKR Lite's September launch with fractional share trading for individual accounts; advisors will get the option in coming weeks.

Schwab's acquisition of TD Ameritrade raises a thorny issue for integrating automated investment platforms, notes one analyst.

Dan Carroll, founder of Wealthfront, predicted a dark future for banks and suggested the robo advisor would soon be facilitating loans.