Fintech platform Alphathena has partnered with the recently launched registered investment advisory firm Rossby Financial to offer Rossby's financial advisors access to direct indexing capabilities ...

The private equity industry will start lobbying once it's clear who's heading the SEC and the DOL, according to Bloomberg. The administration of President-elect Donald Trump is expected to be more ...

The deal, which will further engrain Robinhood into traditional wealth management, is valued at around $300 million. Zero-commission pioneer Robinhood Markets is taking a big swing at the registered ...

Morgan Stanley expanded its capabilities in the workplace space when it acquired the stock plan management firm Solium Capital in 2019 for $1.1 billion, rebranding it as Shareworks, according to the ...

Advisor technology firm Envestnet has announced enhanced custodial features on its Tamarac customer relationship management platform for advisors managing Charles Schwab accounts. The firm touted a ...