The fintech startup named its first chief operating officer following a $100 million Series C capital raise earlier this year.

You Invest Portfolios, which launched in July of this year, will require a minimum of $500 after a previous minimum of $2,500.

The new offering will couple an automated investment management platform, powered by Schwab, with access to a Certified Financial Planner.

American Funds is leading other fund families on digital engagement, and the more advisors engage, the more they invest, according to a new J.D. Power study.

With rumors of a TD Ameritrade acquisition by Schwab, some fear a potentially stifling impact on advisor technology.

PIMCO follows others in the industry working to make alternatives more accessible via technology.

While recognizing that security is paramount, the CRM provider is pushing ahead to bring voice capabilities into the workplace.

A new Essential Portfolios Account can be opened for $500 when client sets up recurring deposits.

The window of opportunity for these upstarts is now closing.