Industry

After a $70 million fundraising round, the company also plans to begin offering HSAs and emergency savings.

Pinto has taken a more active role overseeing operations firm-wide after being named co-president and co-COO in 2018.

It'a the latest move of a U.S. asset managers expanding into the businesses of private equity and credit.

Deland Kamanga, the company's head of global markets, has been tapped to lead a unit with operations in both Canada and the U.S.

Here's what you missed this week in wealth management.

Expenses relating to recruiting and M&A rose at a faster clip than revenue, prompting one analyst to downgrade the company’s stock.

Enhancements include a new dashboard view and a grid interface for porting data from other programs.

One firm made three small changes that could appeal to brokers, while the other company’s overhaul will make it more closely resemble its competitors’ setups.

Vendors like Orion are giving independent advisors access to cash deposit accounts and securities-backed loans in an effort to provide all-encompassing services.

The acquisition could help Addepar move downstream and better serve RIAs.