Envestnet and Vestwell are partnering to provide support, record-keeping and administrative services to advisors working with retirement plans.

Cleo is aiming to be the go-to financial advisor for a billion people around the world.

The bidirectional integrations make setting up clients on AdvicePay simple for advisors using PreciseFP.

The portal provides advisors with easy ability to text or email prospects with one-click to a curated, customizable user experience.

Betterment co-founder and CEO Jon Stein announced that he was stepping down from his leadership post, naming Sarah Kirshbaum Levy as the new head of the robo advisor.

Employing natural language processing and neural network learning, Benjamin wants to learn on the job the tasks an RIA firm does in order to automate them, freeing up the time for advisors and support staff.

Kyle Van Pelt joins from SS&C Advent to help the account-opening provider move toward becoming a broader wealthtech platform.

About 70,000 self-directed customers will transfer from Folio Investments to Interactive Brokers as a result of the deal, expected to close in January.

The sales and marketing automation firm has acquired a competitor with a lead in social media automation.