Chip Roame was a member of the Envestnet Board for nearly a decade.

New features showcased at Envestnet's online summit emphasize the importance of data for the firm and advisors using its platform and software.

Family office consultant Tapestry Associates partners with EstateSpace to bring the fintech's physical asset management platform to its clients.

As part of the rollout of Envestnet's Advisor Services Exchange (ASx), Dynasty is opening its financing options to RIAs outside of its network for the first time.

The fixed income–focused tech company has automated the processing of client transactions.

The eQuipt Dashboard provides features to assist advisors with new compliance provisions.

SMArtX Advisory Solutions is adding an alternative investment option from Deal Book.

Orion is adding a number of new models to its TAMP and model marketplace, including two focused on inflation and COVID-19.

A new report by Celent warns that broker/dealers and RIAs could face challenges meeting Reg BI's Duty of Care provision, among other concerns.

Backed by Mastercard, advisors using Finicity could enjoy faster money movement across the data aggregator's North American footprint.