Charles Schwab
Charles Schwab’s updated digital financial planning tools place the firm’s user experience “on par” with leading independent automated advice platforms or so-called roboadvisors Wealthfront and Personal Capital, according to “The Robo Report,” released by Backend Benchmarking.

 

OneDigital
OneDigital, an employee benefits broker for small to midsize employers, announced plans to acquire Resources Investment Advisors, an Overland Park, Kan.-based registered investment advisory and office of supervisory jurisdiction with Triad Advisors. The firm manages $45 billion and works primarily with employer-sponsored retirement plans.

 

 

Riskalyze
Financial professionals at Farm Bureau Financial Services will have access to Riskalyze’s risk assessment features in May, as the wealthtech company continues to use the SEC’s “best interest” standard to sign firms up for its service. The deal will give approximately 1,000 more individuals at the firm, which offers life insurance, annuities and investment products, access to Riskalyze, according to an announcement.