The raise is a continuation of the $225 million round in January led by Apollo Global Management, Motive Partners and Franklin Templeton.

The brokerage's entrance to direct indexing will start at a fee of 0.4% of assets and an account minimum of $100,000.

Large financial institutions are investing in technology to tap into the growing workplace wealth market.

The provider of an all-in-one software package will now offer advisors outsourced investment management.

Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.

Here's what happened over the last week in wealth management.

A new study shows game techniques can push consumers into riskier financial decisions, and advisors are seeing the effects on clients.

It's the latest in a buying spree that's part of CEO Jamie Dimon's goal to stay in front of the competition.

The financial literacy, savings and investing app for kids has received investments from several NBA stars and giants such as Fiserv and U.S. Bank.

The company has added $1 billion in assets in 18 months.