This month's highlights include Betterment's $9 million settlement with SEC and whether it points to more SEC scrutiny of RIAs' tax-loss harvesting promises, as well as Altruit's latest fundraising round and GeoWealth's acquisition of First Ascent.
This month's highlights includes Altruist's purchase of Shareholders Service Group, BlackRock's closing of the retail arm of robo FutureAdvisor and Absolute Engagement's launch of an engagement tool.
This month's highlights include Conquest's fundraising to prepare for its expansion into the US, Asset-Map's $6 million in Series B funding, and Wells Fargo's debut of app-based tool LifeSync.
The month's highlights include Elements adding $5 million more in funding, TradingFront shutting down and Zoe Financial launching a TAMP for advisers in its lead generation network.
