Morningstar named the two firms among their top digital investment advisers along with Schwab, Betterment and Wealthfront.
Betterment launches tax-smart transition features; Broadridge secures patent; and more.
Users will be able to view their education savings alongside their other investments in one dashboard.
The digital advice and IRA provider agreed to pay the fines without admitting or denying wrongdoing.
Workers are increasingly dipping into savings to cover costs that are increasing due to inflation, creating a moment for advisers...