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. Read More →

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. Read More →

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. Read More →

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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. Read More →

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