Many community banks don't offer wealth-management or financial-advisory services.
The deal follows a collaboration the two companies established in 2009 to provide clients with investment and tax management services.
Many advisory firms are playing with fire by failing to report to regulators cybersecurity breaches, both big and small, experts say.
Tech vendors are getting the spotlight thanks to the new regulation and market volatility.
Two Finra cases this month alone underscore the efforts some registered reps take to sabotage their company when leaving.
Not enough investors signed up for the niche platform that started about a year ago.
Policymakers and regulators eye financial technology and how it is expanding accessibility to more consumers.
Finalists include six companies with adviser tools for client prospecting, advising on student loans and more.
