Orion and Brinker closed a multiprong deal that includes private equity investments and plans to extend tech capabilities in early 2021.

Flush with Silicon Valley cash, Vise is building out its executive and advisory teams.

The firm has used anonymized UHNW and HNW client equity transaction data.

The digital advice firm plans to use the funding to scale up operations.

Morningstar and Fidelity have tapped virtual reality, one for a new conference experience, the other for employee onboarding.

Firms that put a strong emphasis on updating tech tools and providing an integrated experience will be able to recruit and retain the best advisors.

YieldX aims to bring automation and transparency to the clunky world of fixed income.

WEG hires two new executives to iterate on and improve technology and operations.

Flourish Cash allow advisors to use a cash management account for portfolios and held-away cash and to help clients with budgeting goals. 

The investing intelligence firm is adding information from thousands of Separately Managed Accounts.