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WealthTech Weekly
1 June 2020

WealthTech Weekly June 1, 2020

by INSART

WealthTech Weekly June 1, 2020

Regal Holdings selected InvestorCOM's Reg BI compliance platform. LPL Financial purchases the assets of E.K. Riley. Envestnet builds AI-driven app. Vestwell launches a new retirement plan solution. FinMason was selected by RiskPro. Charles Schwab acquires…
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WealthTech Weekly
25 May 2020

WealthTech Weekly May 25, 2020

by INSART

WealthTech Weekly May 25, 2020

Smarsh is to acquire Entreda. SS&C Technologies has acquired Innovest Systems. AdvicePay has an agreement with LPL Financial. EquityZen partners with Addepar. DriveWealth has an agreement with Access Softek. Raymond James, Scopus Financial Group,…
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WealthTech Weekly
18 May 2020

WealthTech Weekly May 18, 2020

by INSART

WealthTech Weekly May 18, 2020

Xtiva raises $10 million. iCapital Network acquired Artivest. Goldman Sachs plans to buy Folio Financial. FIDx partners with RetireOne. Smartleaf is partnering with IDX Insights. Twenty Over Ten integrates with…
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WealthTech Weekly
11 May 2020

WealthTech Weekly May 11, 2020

by INSART

WealthTech Weekly May 11, 2020

Franklin Resources acquired AdvisorEngine. Entreda joined the Preferred Pricing Program of FINRA. Winston Wealth Advisors joins LPL. AdvicePay launches a new capability for Enterprises. Twenty Over Ten launches the Lead Pilot ambassador…
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WealthTech Weekly
4 May 2020

WealthTech Weekly May 4, 2020

by INSART

WealthTech Weekly May 4, 2020

Docupace secured a growth equity investment from FTV Capital. LPL Financial plans to acquire Lucia Securities. eMoney is forming a strategic partnership with Allianz Life. LendingTree announced a strategic investment in…
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WealthTech Weekly
27 April 2020

WealthTech Weekly April 27, 2020

by INSART

WealthTech Weekly April 27, 2020

Advicent releases a new version of NaviPlan. LPL Financial has a new premium affiliation model. eMoney announced the Getting Started Program. Moody’s Analytics launches a portal to help hospitals and healthcare providers. HiddenLevers launched…
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WealthTech Weekly
20 April 2020

WealthTech Weekly April 20, 2020

by INSART

WealthTech Weekly April 20, 2020

Orion Advisor Services launched Market*r. Creative Planning Inc. acquired Coe Financial Services. Envestnet|Yodlee has agreed with Charles Schwab. FIDx announced a strategic partnership with Financial Independence Group. Robinhood is going…
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WealthTech Weekly
13 April 2020

WealthTech Weekly April 13, 2020

by INSART

WealthTech Weekly April 13, 2020

Ameriprise recruits a Wells Fargo team and UBS team. Creative Planning Inc. acquires Coe Financial Services. Social Finance Inc acquires Galileo Financial Technologies. Docupace launches its new Reg BI and Form…
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WealthTech Weekly
6 April 2020

WealthTech Weekly April 6, 2020

by INSART

WealthTech Weekly April 6, 2020

NFP acquires Fiduciary Investment Advisors LLC. Morgan Stanley won U.S. antitrust approval for its acquisition of E*Trade Financial Corp. Birmingham is joining LPL Financial. Chalice Network™ is waiving its annual membership fee. Docupace is announcing the…
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WealthTech Weekly
30 March 2020

WealthTech Weekly March 30, 2020

by INSART

WealthTech Weekly March 30, 2020

Demand Wealth received an investment from Niche Investment Partners. iCapital Network closed a $146 million financing round. Registrar Corp acquired Vinca. Envestnet partners with Compliance Solutions Strategies. Allianz Global Investors joined…
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