Investment strategies

Executives point out while they are fixing the online lender's very public problems, loan originations are still in the billions and it has expanded into wealth management.

Banks' online advice platforms are just the face of a deeper effort to restructure client data and adapt to a digital era.

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

CME Group plans to offer bitcoin futures contracts by yearend, a sign that financial institutions may be getting ready to trade financial products tied to digital currencies.

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.

Through the partnership, Clarity Money customers can use Acorns’ automated investing features, while Acorns users can see a snapshot of their investing activity in the Clarity app.

Do impact investments — which are made with the intention of fostering social or environmental benefits — underperform? Those involved in the sector answer with a resounding "no."

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

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