The Daily Brief

Going by the shortened name of Cy, the new offering purports to combine the human and algorithmic in its investment mojo, though not in the conventional sense.

The sentencing of Jay B. Ledford comes several weeks after his co-conspirator was sentenced to 22 years in prison, with both also ordered to recoup victims' losses.

Holistiplan's planned improvements include support for ACA subsidy calculations and AMT.

The announcement comes two days after a minor glitch caused a “poor user experience" for two hours.

According to Secretary of the Commonwealth William Galvin, the broker made an excessive number of trades in order to boost commission fees while blaming account rebalancing and market performance.

Allworth Financial announced Tuesday that it has acquired RAA, a Dallas-based RIA with $2.8 billion in assets.

The acquisition of NorthView Asset Management is another step in an active year for Sanctuary Wealth, which has added $3 billion in managed assets since June.

Envestnet has come up with a new developer experience for accessing the interfaces.

Chris Benda will join the firm that was founded eight decades ago to address the financial services needs of farmers and ranchers, and now serves clients in 14 Western and Midwestern states.

The marketing firm also added members Marty Bicknell and Thad Langford, investors in the firm, to its board of directors.