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WealthTech Weekly
23 March 2020

WealthTech Weekly March 23, 2020

by INSART

WealthTech Weekly March 23, 2020

DriveWealth partners with Wealthface. United Planners has new general partners. Wealthface moves to the MENA region. Modern Capital is to acquire Western Equity Group. Addepar got an investment of $40 million. HiddenLevers…
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WealthTech Weekly
16 March 2020

WealthTech Weekly March 16, 2020

by INSART

WealthTech Weekly March 16, 2020

CAPTRUST Financial Advisors has acquired Welch Hornsby. AdvisorTouch integrated into Wealthbox CRM. Sanctuary Wealth partners with Conversant Wealth Management. All Seasons Wealth acquired personal finance practices. TradePMR rolls out refined trading tools on…
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WealthTech Weekly
9 March 2020

WealthTech Weekly March 9, 2020

by INSART

WealthTech Weekly March 9, 2020

AssetMark bought OBS Financial. Broadridge acquired FundsLibrary. Mariner Wealth Advisors will acquire the assets of Wealth Health. InvestCloud launches an InvestCloud White platform.
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WealthTech Weekly
2 March 2020

WealthTech Weekly March 2, 2020

by INSART

WealthTech Weekly March 2, 2020

NFP Ventures invests in Wealth Technologies. Charles Schwab purchases Wasmer Schroeder. Morgan Stanley acquires E*Trade. RBC Wealth Management acquires Visionary Wealth Management. National Advisors Trust partnered with Dynasty Financial Partners. Key Private Bank selected the…
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WealthTech Weekly
24 February 2020

WealthTech Weekly February 24, 2020

by INSART

WealthTech Weekly February 24, 2020

Motive Partners acquired a majority interest in the Investment Services business of Fiserv. Wealth Enhancement Group acquires JOYN Advisors. Savant Capital Management and Huber Financial Advisors finalized their merger. Franklin Resources agreed to buy…
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WealthTech Weekly
17 February 2020

WealthTech Weekly February 17, 2020

by INSART

WealthTech Weekly February 17, 2020

Orion partners with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Grou. Synergy Wealth Alliance joined LPL Financial’s platforms. Frontier Wealth Management acquired Highwater Wealth Management. Orion updated the Connect…
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WealthTech Weekly
10 February 2020

WealthTech Weekly February 10, 2020

by INSART

WealthTech Weekly February 10, 2020

EP Wealth Advisors acquired International Research & Asset Management. Grab Financial Group acquired Bento. OneDigital acquires Resources Investment Advisors. Professionals at Farm Bureau Financial Services will use Riskalyze's risk metrics. WisdomTree Investments plans…
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WealthTech Weekly
3 February 2020

WealthTech Weekly February 3, 2020

by INSART

WealthTech Weekly February 3, 2020

Goldman Sachs is rebranding United Capital. Bluespring acquires Florida RIA. Mercer Advisors buys First Ohio Planning. Fidelity now offers fractional shares trading. Riskalyze announces “Regulation Best Interest” solution. Orion leverages financial planning acquisition. GeoWealth…
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WealthTech Weekly
27 January 2020

WealthTech Weekly January 27, 2020

by INSART

WealthTech Weekly January 27, 2020

Act Analytics launches new ESG portfolio analytics platform for RIAs. ETHIC, a Wealth Bank, Launches in Boston. Totum Risk integrates and partners with AdvisorPeak. Fiduciary Trust acquires Pennsylvania Trust. Creative Planning acquires Stratford Consulting. Wickham…
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WealthTech Weekly
20 January 2020

WealthTech Weekly January 20, 2020

by INSART

WealthTech Weekly January 20, 2020

Visa buys Plaid. Truelytics partners SkyView Partners. Envestnet partners Dynasty Financial Partners. Independent Financial Partners partners a Galileo Money+. Flourish partners Buckingham Strategic Wealth. Apex Clearing integrated with Singapore-based Bambu.…
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