The Brazilian digital bank is bringing its services to U.S. consumers through a partnership with Lead Bank as it awaits its own final charter approval.

Research from Cerulli Associates suggests that many RIAs have a long way to go with AI adoption while already finding possible ramifications for back-office staff.

Like many firms, Ameriprise has been pumping money into AI in recent years. But its dedication to technology goes back much further, says the firm's head of technology and service delivery.

Interactive Brokers, also known by its hot ticker symbol of IBKR, shares much more fee information than most custodians, without revealing much in the way of its scale among RIAs. Can it gain greater reach in a competitive channel?

OnePay's My Garage combines payments and financial information as it continues to build out a financial app.

One year after $300M deal, referrals through Robinhood that put younger investors in the pipeline and an ongoing clearing relationship with Wells Fargo reflect how TradePMR is a growing rival to the giants of the custody channel.

The agency approved a full-service national bank but gated four product lines behind separate sign-offs, a condition advisors say is unlike other approvals.

The instant payments company announced a $155 million fundraise and has filed to acquire Transact Bank, which it wants to convert into TabaPay Bank.

The AI firm Jump used notetaker data to analyze thousands of discussions between advisors and clients. The results show advisors aren't as good at keeping their mouths shut as many think.

The crypto firm has resubmitted its request for a national trust bank charter from the federal agency after its first filing was quietly returned.

After his firm agreed to one of the most impactful deals in wealth management of 2026, Altruist CEO Jason Wenk sat down with FP to discuss the negotiations, his firm's strategy and the new tool he says can build higher-quality plans in much less time.

As banks integrate AI into their systems, they are becoming accountable for decision-making architectures that they did not design and have no real insight into. That means they need to ask their vendors some hard questions.

The crypto company made the acquisition to expand its institutional platform after it received approval from the OCC for a national trust bank charter.

With its Digital Managed Solutions robo advisory service, Edward Jones is moving into territory already occupied by Fidelity and Vanguard. But it's building the offering on one of its greatest strengths: its network of branch advisors.

Recruiter Jeff Nash of Bridgemark Strategies created five calculator tools that aim to help financial advisors understand the key contributors to their revenue, expenses and take-home compensation as they weigh their potential next moves.

Consumers are confused about FDIC coverage for fintechs, placing the same amount of trust into nonbank payment companies that do not provide the same deposit protection.

As the fintech IPO market is on pause and the total number of deals decreases, select firms are still collecting sizable equity checks from private investors.

In a constantly changing industry, clearing and custody fees defy generalizations. The largest independent broker-dealers present financial advisors with the choice of working with a "self-clearing" firm or one that outsources those essential services.

The agency quietly returned the digital asset company's national trust bank charter filing without issuing a decision. Zerohash plans to refile this month.

The world's largest neobank had a strong quarter as it prepares to launch a bank in the U.S.