Investing apps aimed at young investors are rolling out custodian accounts for their children formed under the Uniform Transfers to Minors Act (UTMA).
Advisor Mac Gardner's fintech competition is open to financial planning and computer programming students to combine efforts and create a financial literacy app.
The massive retirement plan record-keeper will integrate the technology and advice tools of Personal Capital to become an end-to-end advice provider.
Technology, TAMPs and expansion are all at play, as TA Associates reinvests and Genstar Capital offers its Midas touch.
Chip Roame was a member of the Envestnet Board for nearly a decade.
New features showcased at Envestnet's online summit emphasize the importance of data for the firm and advisors using its platform and software.
