Orion steps on Riskalyze’s turf with acquisition of Hid denLevers

Arizent.com The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.

Unsubscribe View in browser 1. Orion steps on Riskalyze’s turf with acquisition of HiddenLevers By Ryan W. Neal 3 min read The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub. Read More → 2. On SPACs, GameStop and crypto: Q&A with Apex Clearing’s Tricia Rothschild By Jessica Mathews 6 min read After going public, the clearing firm plans to to grow and nudge further into the traditional advisory space, says its president. Read More → 3. Betterment buys Canadian robo’s U.S. book of business By Ryan W. Neal 2 min read The first deal under new Betterment CEO Sarah Levy will net the firm 17,000 accounts and $190 million in client assets. Read More → 4. Betterment and Zenefits unite to provide retirement resources for small businesses By Amanda Schiavo 2 min read Helping employees reach a financially stable retirement is a top priority for employers. Read More →

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