Currently, eToro offers U.S. investors only cryptocurrency products, but it plans to add equities by year-end.

Independent RIA owners have greater latitude in recommending digital assets than employees of financial institutions, according to attorney Max Schatzow during a presentation at CoinDesk’s annual Bitcoin for Advisors event.

At this year's Bitcoin for Advisors conference, Michael Kitces and a number of other panelists and speakers addressed the quickly evolving crypto environment for advisors.

The new offering combines client data from multiple sources, including a firm’s CRM, social media and the markets.

Who got their fintech in my philanthropy?

Riskalyze went forward with its live, hybrid conference, debuting a new home office tool and improved software functionality.

Thundering Herd advisors have a sophisticated new mobile app, while Docupace acquires onboarding application PreciseFP and other news.

MassMutual is debuting a crypto platform for RIAs, called Flourish Crypto, with third-party integrations to services from eMoney Advisor, Orion and Envestnet.

Betterment, which has about 700,000 clients and oversees $32 billion, plans to use the $160 million in funding to expand business-to-business units.