While fiduciaries do not have to avoid ESG-related investments, they do need to put them through the same prudent, thorough and well-documented process that they use to consider all plan investments.

The investment in SpiderRock Advisors adds to BlackRock’s personalization and tax management capabilities for SMAs and builds on its acquisition of Aperio.

Following a tidal wave of deals in the direct indexing space, Vanguard announces its first ever corporate acquisition, buying wealth management tech company Just Invest.

On the Alternatives Exchange, HNW investors and advisors will be able to browse, purchase and sell private investments such as real estate, hedge funds and private equity.

Grayscale Investments will use BNY Mellon for exchange-traded fund services upon the hoped-for conversion of its $21.5 billion Grayscale Bitcoin Trust (GBTC)

The head of Ark Investment Management LLC will assist fintech platform Tifin as the company’s subsidiary Magnifi introduces commission-free brokerage services.

Citi Self Invest will be available to checking account holders at first and applies to individual stocks and ETFs but will later add other types of investments, such as mutual funds or options.