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Wealthfront’s newfound enthusiasm for portfolio customization means the firm is now offering Bitcoin and Ethereum trusts tracked against CoinDesk indexes.
Retail investors net bought shares worth $18.9 million in the zero-fee trading platform on its listing day, far less than the IPOs of other high-profile firms.
Dynasty Financial Partners is naming Frank Coates, a former Envestnet executive, as chief technology officer and Taylor Howard as chief digital officer.