The RIA acquired the innovative practice while bulking up its social justice investing efforts and its wealth redistribution planning services.

The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.

Wealth Enhancement Group’s second acquisition of 2021 comes as experts say there’s an “ever-increasing buyer appetite” for $1 billion-plus firms.

Despite Voyant’s success internationally, it is relatively unknown in the U.S. The TAMP plans to change that.

Pete Dorsey is the latest member of TD Ameritrade’s leadership team to part ways with the company after it was acquired by Charles Schwab.

The unit has $603 billion of assets under management and employs more than 450 investment professionals.

The agreement will expand the companies’ recruiting efforts in the bank and wirehouse channels.

A merger would value Apex and Northern Star Investment Corp. II at as much as $5 billion, a personal familiar with the matter said.

With few areas of growth in 2020, insurers are focusing on burgeoning RILAs and finding more distribution channels, experts say.