Following a tidal wave of deals in the direct indexing space, Vanguard announces its first ever corporate acquisition, buying wealth management tech company Just Invest.
Morningstar is facilitating direct indexing with its latest risk metric toolkit, Risk Ecosystem, a mix of PlanPlus financial planning and FinaMetrica risk evaluation.
The head of Ark Investment Management LLC will assist fintech platform Tifin as the company’s subsidiary Magnifi introduces commission-free brokerage services.
Citi Self Invest will be available to checking account holders at first and applies to individual stocks and ETFs but will later add other types of investments, such as mutual funds or options.
A roundup of recent technology news starting with Tifin Group's Broadridge connection.
Four major wealthtech players landed sizable deals in the past few months. Here's why advisors should take note.
Six months after announcing its model marketplace, the firm is expanding its provider list beyond DFA and Vanguard.
