Alphathena can create and backtest direct indexing portfolios in minutes.

'Blackwells strongly opposes the cockamamie merger, and expects most other shareholders to do the same,' said the activist investor of the plan, which is backed by Schorsch's AR Global.

Close to $150 billion in transacted assets was announced this week as milestones were achieved and new territory was conquered.

Laura Ward is joining William Blair as a managing director and wealth advisor out of San Francisco a month after her previous firm collapsed and was acquired by JPMorgan Chase.

Edelman Financial Engines' current chief, Larry Raffone, will transition to chairman, effective in August.

O'Neil was a pioneer in using computer data to analyze stocks.

Launches, acquisitions and affiliations were all announced in the RIA landscape this week, as were some key people moves.

Swenson is leaving Dynasty Financial Partners after building the platform for more than 12 years, along with Chief Client Officer Austin Philbin.

Honeytree Investment Management CEO Liz Simmie admitted that the ongoing ESG conversation is a 'hot mess,' but she would still encourage clients to dig deeper into the strategy.