RightCapital secured $3.7 million in new funding to challenge industry leaders MoneyGuidePro and eMoney. Targeting a 'Goldilocks' niche provides cloud-based planning that balances sophisticated tax ...

Bob Curtis finally sold out to corporate interests after years of holding the line -- but financial planning's shift to a data game may have left little choice. Key Points Envestnet acquired PIETech, ...

Scottrade Advisor Services, a provider of custodial and institutional trading services for independent registered investment advisors (RIAs), announced it has signed an enterprise agreement with ...

Envestnet Inc., the purveyor of wealth management technology to numerous U.S. advisory firms, announced Thursday after the market close that it would be buying PIEtech, the parent company of popular ...