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In a major change for the firm, Wealthfront is adding the option for investors to choose select funds for their portfolios, with 'hundreds' of ETFs soon to come.
Advisor Services Exchange, the enterprise-level collaboration between Envestnet and Dynasty Financial Partners, is introducing an outsourced CFO capability for all advisors.
Betterment, Skience and Docupace filled out their C-suites, while Snappy Kraken closed a Series A round of funding and Envestnet deepened its Practifi partnership.