SmartAsset has raised a total of $51 million, and plans to use the new capital to grow its SmartAdvisor tool, a digital client-lead generation service for advisors.

Emerging markets are “a lot less emerging than they used to be” and investors need to adjust their investment filters because of it, said a panel of asset managers at Morningstar’s Investor Conference.

From 2008 to 2013, Merrill hid that the fact that client requests to buy and sell stock were being handled by proprietary trading firms and other outside entities, the Securities and Exchange Commission said Tuesday.

A new alliance of financial services companies is looking to increase awareness and education.

Community foundations find local solutions to global problems.

Seniors over the age of 70½ who have IRAs have a great opportunity to leverage tax savings from their philanthropy.