The two firms unveiled their latest tool, an add-on to Junxure, at AdvisorEngine’s summit.

The RIA expects it will be managing $10 billion by the end of 2018, up from $9 billion it anticipated at the end of its second quarter.

Out with the old. The new board now includes some Genstar executives, as well as folks who sit on boards of other firm properties.

The most recent development for the firm as it continues to grow in all areas of its business.

Envestnet’s Tamarac adds data aggregation service used by private banks and wealthy families.

With more than six million customers, Robinhood is opening its own clearing business.

The new Chartered SRI Counselor is now available through the College for Financial Planning.

In a single planning engine, advisors will be able to support clients with situations ranging from simple to complex.

Like others, the head of Citi Private Bank Art Advisory and Finance is skeptical that Sotheby’s or the buyer didn’t anticipate the piece would self-destruct.

Douglas Dubiel, a former Merrill advisor, will build out Rockefeller’s West Palm Beach, Fla. office.