The many faces of investors interested in crypto assets are more mainstream than you might think; study indicates advisors influential in decision-making.

The rise of the digital executor.

The enhancements include improved connectivity with Redtail and a MoneyGuide spin on Yodlee account aggregation.

Robinhood's latest funding round puts the company's valuation north of $7 billion.

MoneyLion's latest round of funding to go to customer acquisition and expanding its offerings.

Betterment is the latest robo to introduce banking services to its wealth management clients, which includes those using Betterment for Advisors.

The firm's wealth management division partnered with Box to launch a client-facing encrypted document sharing portal.

Hungry for leads, Northwestern 'Matchmaker' Mutual is working with wedding planning platform The Knot.

Innovation, much of it facilitated by technology, has helped advisors desiring to work with small businesses in the retirement plan space, but it has been a long road.

Bridging technology and investing trends, Ethic aims to facilitate individualized portfolios weighing ESG factors.