Canadian actors Ryan Reynolds, Michael J. Fox and basketball player Kelly Olynyk also participated in the funding round.

In a major change for the firm, Wealthfront is adding the option for investors to choose select funds for their portfolios, with 'hundreds' of ETFs soon to come.

In an industry that is constantly disrupted, mental elasticity is incredibly important.

Advisor Services Exchange, the enterprise-level collaboration between Envestnet and Dynasty Financial Partners, is introducing an outsourced CFO capability for all advisors.

The fintech incubator's Series B raise includes capital from J.P. Morgan Asset Management, Morningstar and Broadridge.

Marking a milestone for AdvisorEngine, the Franklin Templeton-owned firm now has integrations with all major custodians.

High-net-worth families and family offices may be particularly vulnerable.