1. InvestCloud acquires NaviPlan parent in debt assumption deal, sources say

By Ryan W. Neal 4 min read

The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118. Read More →

2. Millennials, mass market households invest more with traditional broker-dealers than online platforms

By Ryan W. Neal 2 min read

Most young and mass market clients still turn to traditional firms, but a shift toward app-based accounts is under way, according to Broadridge data. Read More →

3. Wealthfront launches custom portfolios, explores offering cryptocurrencies and individual stocks

By Ryan W. Neal 3 min read

It’s a significant pivot for the robo advisor, which has historically advocated passive, ETF-driven investing. Read More →

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4. Betterment staying away from crypto despite mainstream attention

1 min read

Even as Bitcoin and other digital currencies increasingly gain acceptance across Wall Street, the robo advisor is still doing its research. Read More →

Best Fintechs to Work For

Facet Wealth rethinks office space as it doubles employee count

By Jessica Mathews 4 min read

Half of Facet Wealth’s employees haven’t met face-to-face. Here is how the fintech is working to strengthen community. Read More →

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