iCapital Network is buying an alts investment fund platform from the bank. Wells Fargo, in turn, is investing in the fintech.
As advisors and firms quickly prepare for Reg BI's compliance date in a couple weeks, the fintech provider makes some compliance-related upgrades to its platform.
Ruchir Swarup, who worked at BlackRock for 19 years, will be Addepar's first full-time CTO since co-founder Jason Mirra left in 2014.
The Board said its new Code reflects the reality of today's advice; it's left many advisors and vendors scratching their heads.
Liberty One, which was founded in 2012 by a group of advisors, creates model-based, individual equity allocations.
Funding for the employee-focused financial planning tool is part of the trend of money pouring money into automated workplace planning.
Dream Forward was bought by Expand Financial, an existing business partner.
A new report predicts massive growth in both users and marketshare before the middle of the decade.
Analytics from FinMason are now directly integrated into AdvisorPeak's trading and rebalancing platform.
