Private equity firms Clearlake Capital and Motive Partners pay $1.1 billion for parts of Refinitiv, Cetera rolls out a retirement income decumulation tool, FarmTogether launches a sustainable farm investment fund, and Tifin Group's Louise gets...
Eaglebrook Advisors, which recently landed $20M in funding, has added Roderick Chisholm and Bilal Little to its leadership team.
The Robinhood cash card will allow customers to round up their change to the nearest dollar, investing the difference in assets of their choice.
Catchlight, a Fidelity Labs–incubated startup, wants to help advisors convert more leads into paying clients.
Former Envestnet executive Lincoln Ross is now leading CircleBlack, following the departure of Alex Sauickie to 'pursue other interests.'
The fintech plans to use the additional capital to hire more staff and build a geospatial analytics platform.