Morningstar Wealth includes investment advisory services from Morningstar’s Investment Management group which includes the Morningstar Wealth Platform, portfolio management software Morningstar ...

SEI Investments announced this morning that it had entered an agreement to acquire LifeYield, the leading provider of multi-account tax management software. LifeYield has been renamed SEI LifeYield.

Nitrogen (formerly Riskalyze), the software company revolutionizing how wealth management firms scale the delivery of personalized advice, today announced the availability of Nitrogen for Asset ...

Robinhood Markets Inc. agreed to buy TradePMR, a custodial and portfolio management platform for registered investment advisors, as the online brokerage seeks to target a wider swath of wealthier ...