The Redtail incident cost at least one advisor a client, and shines a light on industry and regulatory inadequacies in cybersecurity reporting and enforcement.

The TAMP plans to raise up to $100 million to pay down debt and acquire other businesses.

The 25-year-old former forex trader monitors the robo's trade executions and often saves clients from themselves.

MX brought in $100 million in a fundraising effort designed to accelerate the company's growth.

While it remains unclear how U.S. RIAs will feel about the acquisition, it should mean access to more development resources for Grendel.

The West Coast fintech firm will be resold to wealth management firms and UHNW family offices with customized analytics and reporting

With Plaid's financial firepower, Lowell Putnam and team accelerated development of a new investment-related tool.