FMG Suite got the jump on at least one competitor, but marketing automation and customization may ultimately prove to be bigger differentiators.

Planswell is offering a take on executive coaching, which it's calling Plancraft. The recipe may be familiar to XY Planning Network members.

Wealthfront’s newfound enthusiasm for portfolio customization means the firm is now offering Bitcoin and Ethereum trusts tracked against CoinDesk indexes.

Retail investors net bought shares worth $18.9 million in the zero-fee trading platform on its listing day, far less than the IPOs of other high-profile firms.

Dynasty Financial Partners is naming Frank Coates, a former Envestnet executive, as chief technology officer and Taylor Howard as chief digital officer.

InvestCloud is building a modular version of NaviPlan's financial planning technology, following its acquisition of Advicent earlier this year.

Robinhood starts trading under the ticker HOOD on the Nasdaq Stock Market on Thursday.

The latest funding round was lead by Singapore-based Temasek along with many repeat investors, including Blackstone, UBS, BNY Mellon and Wells Fargo.

The Charles Schwab 2021 Benchmarking Study predicts AUM will double for firms who continue to employ digital strategies.