The app, wich will compete with the likes of Robinhood and Webull, will allow trading in listed stocks and exchange-traded funds.

The funding will help Facet Wealth continue to grow its business, targeting the segment of the market that has never worked with a financial advisor.

AdvisorEngine is retiring the Junxure brand as it renames its overhauled CRM.

Even while it remains partnered with Onramp Invest and Eaglebrook Advisors, Gemini is buying its own wealth management–focused crypto platform, BITRIA.

The full-firm rollout to RBC's 2,100 advisors is a major addition for the platform provider.

Alternative investment strategy platform CAIS netted $225 million in new investments, funds it will put to use developing DeFi and distributed ledger technology.

RiverFront and Baird have bought a minority stake in GAMMA Investing, a woman-owned direct indexing platform.

While some advisors are excited at the growing availability of texting support, not all are on board.

A high-tech/smart-touch approach positions advisors to educate investors, provide highly personalized advice and reduce frictions through regular, seamless client communications.

While most dismiss nonfungible tokens as speculative, they have profound implications for financial advisors.