Machine learning and artificial intelligence updates also play a role.

Envestnet plans an emphasis on financial planning in the coming year, including insurance, estate planning and lending services connected through MoneyGuide.

These vehicles are helpful to charities, donors and society.

The Richie family reality stars, basketball legend Magic Johnson and Australian mogul James Packer were among the celebrities spotted on yachts in Greece last week.

While Bill Gates's Breakthrough Energy is focused on climate change, Melinda French Gates' Pivotal Ventures eyes gender equality.

Principal will continue selling variable annuities and invest in growth areas such as global asset management and retirement businesses in the U.S. and select emerging markets.