Robo advisors

Jon Stein plans to make Betterment's robo-adviser as personalized and intelligent as the online retailer's recommendation engine.

Rather than charge set fees, Aspiration offers customers name-your-fee accounts and donates to charities based on the amount of money it makes.

Guidance focuses on five key traits, including overseeing risk profiles; a former Congressional aide says agency must be accountable.

The banks' newest offerings hope to attract young clients and keep them there for life. But they face stiff competition.

While some aspects of the plan would hurt, lower corporate tax rate would increase bank earnings; Wall Street firm thinks the majority of its clients prefer human advisers.

Millennials want mobile-first digital advice, and will invest millions on such platforms.

KeyBank is the latest to join the robo-adviser trend. Its investment services unit just announced a partnership with Jemstep, which is eager to do more such deals with banks now that it is owned by Invesco.

The two companies have created a robo-adviser with financial literacy tools to help people understand the basics of investing as they assemble their first portfolio.

Services with simpler fees and intuitive digital designs might appeal to younger users, but millennials have much more on their minds than saving for retirement.

TIAA, the nearly 100-year-old retirement and insurance company, is starting an online robo-adviser this week, making it the latest firm to use automated advice to win customers in a rapidly changing asset-management industry.

The Silicon Valley lender that caters to affluent millennials has ambitions to become a one-stop shopping destination for financial services.

Fintech has upended parts of the banking industry and made old ways of doing business obsolete. But that's also what makes it an exciting time to be a banker, says Citizens Bank CEO Bruce Van Saun.

Banks have warmed up to digital wealth management tools but will need to use their human advisers, too, to beat fintechs.

Wealthfront is the first of the tech-powered financial advisers to offer securities-based lending. It will compete with the likes of Wells Fargo and Morgan Stanley.

Access to banking information ensures advisors can perform holistic planning, fintech firms say.

The firm built a product to match the current moment, which is political, says CEO Hardeep Walia.

Andy Sieg says the firm's digital wealth and mobile app investments are "a key strategic story."

MarketRiders is the latest digital platform aimed at a specific minority investor community.

Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.

Banks are becoming more comfortable with robotic process automation and could use it overhaul everything from the payroll functions to advising customers.