“The strategy was really tied to choosing the right partners who we knew had a greater likelihood of integrating well together,” says Amit Sahasrabudhe, COO of the firm’s U.S. wealth management business.

New digital integrations with CAIS and iCapital make it easier for independent advisors to access private equity and hedge funds.

The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.

The robo advisor hopes transparency on employee demographics will encourage change.

While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.

Of the 330,000 new accounts opened this year, about a third were for clients 35 or younger.

As consolidation reshapes the market, the custodian sees an opportunity to attract tech-forward and multi-custodial firms.

Do RIAs still have a clear advantage when it comes to modern planning software?

Daily average trades on the app in June were four times higher than on E-Trade.

Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.

The fintech’s new executive says cryptocurrency will help communities that the financial services industry isn’t serving.

The firm is still determining which other pieces of technology it will retain after acquiring its rival.

Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.

About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.

The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.

Wall Street criticizes rookie investors for driving up stock prices, but there is little evidence supporting the narrative.

Members of Congress question whether the company is doing enough to protect inexperienced customers engaging in high-risk investing.

A former engineer claims he was “routinely harassed and discriminated against” by the custodian and its management.

The two companies have deep ties and are now formalizing the bond.