Mercer Advisors is poaching talent from Edelman Financial Engines, onboarding the architect of Edelman Financial's client portal.

The free trading app is under scrutiny as it advances toward a debut likely to draw in buyers from its own novice investor base.

The longtime Morningstar exec has now departed Apex Fintech Solutions after less than a year formally with the firm.

Strong M&A trends, alongside marketing and outsourced CFO features, resulted in stronger-than-predicted growth for Advisor Services Exchange.

Citi is adding a no-fee, self-directed brokerage option to complement the robo it launched last year.

Following a tidal wave of deals in the direct indexing space, Vanguard announces its first ever corporate acquisition, buying wealth management tech company Just Invest.

Morningstar is facilitating direct indexing with its latest risk metric toolkit, Risk Ecosystem, a mix of PlanPlus financial planning and FinaMetrica risk evaluation.

The head of Ark Investment Management LLC will assist fintech platform Tifin as the company’s subsidiary Magnifi introduces commission-free brokerage services.

Citi Self Invest will be available to checking account holders at first and applies to individual stocks and ETFs but will later add other types of investments, such as mutual funds or options.

A roundup of recent technology news starting with Tifin Group's Broadridge connection.