Advisor Mac Gardner's fintech competition is open to financial planning and computer programming students to combine efforts and create a financial literacy app.

The massive retirement plan record-keeper will integrate the technology and advice tools of Personal Capital to become an end-to-end advice provider.

Technology, TAMPs and expansion are all at play, as TA Associates reinvests and Genstar Capital offers its Midas touch.

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.