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The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.
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1. Orion steps on Riskalyze’s turf with acquisition of HiddenLevers
By Ryan W. Neal
3 min read
The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.
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2. On SPACs, GameStop and crypto: Q&A with Apex Clearing’s Tricia Rothschild
By Jessica Mathews
6 min read
After going public, the clearing firm plans to to grow and nudge further into the traditional advisory space, says its president.
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3. Betterment buys Canadian robo’s U.S. book of business
By Ryan W. Neal
2 min read
The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets.
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4. Betterment and Zenefits unite to provide retirement resources for small businesses
By Amanda Schiavo
2 min read
Helping employees reach a financially stable retirement is a top priority for employers.
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