Technology

MoneyGuide will be the third financial planning tool available on ClientWorks, alongside eMoney and LPL's free application Client Goals.

Already broadly available to advisors, Envestnet publicly reveals the four initial lenders on its lending-facilitating platform.

The Canadian robo never even got close to profitability and died a quiet death.

Advisors working under the umbrella of Ohio National are using Envestnet Insurance Exchange.

The new office marks the firm's second formal expansion outside of New York City.

Hearsay Systems has added an automated compliance supervision component to its Relate platform.

Schwab's new retail decumulator blurs the lines of automated investment management, tax planning and financial planning, offering another alternative to human advisors.

Envestnet | Tamarac decided to focus on administrative improvements as its developers got to work on the tool purchased from Schwab.

FINRA slapped the firm, valued at $7.6 billion as recently as July, with a $1.25 million fine for failing to meet the requirements of the regulator's Best Execution rule.