The robo is adding repayment help and, eventually, 529 savings plans to its service for employers.

Eight RIA acquisitions and two minority investments added $49 billion in client assets to the Toronto-based firm’s U.S. platform in Q4.

Private equity firms have been using their war chests to go shopping for technology-focused financial services firms.

Focus Financial Partners saw revenue climb more than 32% in 2021, powered by a flurry of deals and higher wealth management fees.

And Sanctuary Wealth will work with its Texas partners on M&A advisory for RIAs.

How much work went into modernizing Junxure CRM, and why the company is still glad it made the acquisition.

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

The wealth management industry continues its slow embrace of digital assets.

The bank plans to let the digital advisor operate as a standalone unit while looking for near-term “easy wins.”

CEO David Fortunato may say that the robo’s “philosophy and principles remain the same,” but the sale to a big bank is a huge change.