Private Client Resources and Lobus are teaming up to provide better aggregation on illiquid assets.

Dana Wilson found a simple unmet need in wealth management—the ability for retail investors to search specifically for Black and Hispanic advisors.

Needing a 'cohesive strategy,' Envestnet hires Robert Coppola to replace retiring Chief Technology Officer Scott Grinis.

The combined firms will represent a powerhouse in the application of natural language processing and machine learning across multiple industries, with initial focus on financial services.

Cloud-based software provider Swizznet announced it is buying RIA-focused IT provider RightSize Solutions.

The latest report from Backend Benchmarking found that some digital advice firms, including Wealthsimple and M1 Finance, actually improved their performance and funding during COVID-19.

Despite a promising yet short existence north of the border, the automated planning-as-lead-generation startup is confident it can attract the right U.S. advisors.