Xignite revealed the results of a collaboration with SoFi on the launch of the SoFi Invest trading platform. Thomson Reuters acquired CaseLines. Wealthfront is rolling out cash prizes to its users. Advisors Todd Stabler and Dave Mantell have moved their book of business to LPL Financial. Creative Planning Inc. announced the acquisition of Miller Financial Management. Blockchange Inc and Gemini Trust Co. LLC announced a partnership. tru Independence has hired Gary Bonner as its new COO.
Xignite, a provider of market data distribution and management solutions for financial services and technology companies, today revealed the results of a collaboration with leading digital personal finance company SoFi on the launch of the SoFi Invest trading platform.
Find details here.
Thomson Reuters has announced that it has acquired CaseLines, a cloud-based court document and evidence management platform.
Find details here.
Wealthfront is rolling out cash prizes to its users, and the latest is $20 to anyone who gets a direct deposit in their Cash Account.
Find details here.
Advisors Todd Stabler and Dave Mantell, who manage about $300 million in client assets in Bellevue, Wash., have moved their book of business to LPL Financial.
Find details here.
Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), today announced the acquisition of Miller Financial Management, a Registered Investment Advisory firm located in Muncie, Indiana.
Find details here.
Blockchange Inc, the digital asset investing platform for professional wealth managers, and Gemini Trust Co. LLC, a cryptocurrency exchange and custodian, today announced a partnership to provide registered investment advisors (RIAs) a secure one-stop-shop for buying, selling and storing digital assets.
Find details here.
Portland, Ore.-based tru Independence, an open architecture service platform for breakaways and independent advisors, has hired Gary Bonner, a founding partner and former COO of Avalon Advisors, a Texas RIA, as its new COO.
Find details here.
