The recruitment tool and marketplace for buyers and sellers of wealth management firms also plans to connect investors with advisors this year.

The integration gives advisors an opportunity to service plan sponsors and participants.

The Tamarac platform has a long history with Schwab’s PortfolioCenter. Now they own it.

The insurance company's year-end report shows a strong push into digital financial planning.

Targeting institutions looking for a spectrum of planning tools and advisors seeking scale, eMoney's new tool tightens workflow to simplify planning.

The growth was driven by the firm's new fee model as well as the move to open up the platform to work with any CRM an advisor may be using.

The SoFi Invest offering would compete with the likes of Robinhood, Betterment and Wealthfront.