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SmartAsset landed $110 million in a Series D funding round that pushed the firm's valuation over $1 billion. But not all advisors find the service to be useful.
Digital account onboarding—long promised—is a must-have for Charles Schwab, says one analyst. The firm is preparing for the feature's launch next month.
Invesco's intelliflo, the parent organization for advisor tools like Jemstep and RedBlack, is adding Blake Kannady as its first chief product officer to oversee product alignment.
Morgan Stanley is broadening its approach to wealth management with E*Trade providing inroads to new markets, like workplaces and legions of self-directed investors.
BlockFi Prime, which will be available to clients including asset managers, family offices, hedge funds, private equity firms and corporate entities, will feature real-time quotes and 24-hour delayed settlement.