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WealthTech Weekly
21 January 2019

WealthTech Weekly January 21, 2019

by INSART

WealthTech Weekly January 21, 2019

Bridge raised a Series A funding of undisclosed amount. 55ip partners with FinFolio. MoneyGuide announced the expansion of its financial planning platform to meet the individual needs of all advisors. Fiserv acquires First…
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WealthTech Weekly
14 January 2019

WealthTech Weekly January 14, 2019

by INSART

WealthTech Weekly January 14, 2019

Interactive Brokers is going to launch a new turnkey wealth management solution with Martsone. Mobile banking startup N26 raised $300 million in a Series D funding round. United Capital Financial Advisers introduced…
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WealthTech Weekly
31 December 2018

WealthTech Weekly December 31, 2018

by INSART

WealthTech Weekly December 31, 2018

iCapital Network has partnered with Rockefeller Capital Management. Wealthfront Advisers agreed to settle SEC’s claims for a $250,000 fine. Bank Of America improves the cash handling processes with a new blockchain patent. Advizr…
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WealthTech Weekly
24 December 2018

WealthTech Weekly December 24, 2018

by INSART

WealthTech Weekly December 24, 2018

A majority stake in WealthBar Financial Services to be acquired by CI Financial. DriveWealth partners with Avenue Securities. Lincoln Financial Group partners with eMoney Advisor and Redtail Technology. LifeYield provides its Social Security Advantage solution…
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WealthTech Weekly
17 December 2018

WealthTech Weekly December 17, 2018

by INSART

WealthTech Weekly December 17, 2018

BlackRock’s iRetire integrates with eMoney Advisor. BlackRock partners with Microsoft. Tradier Inc. partners with Jellifin. LPL’s CEO Dan Arnold lays out Integration Roadmap. RIA in a Box launches the Audit…
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WealthTech Weekly
10 December 2018

WealthTech Weekly December 10, 2018

by INSART

WealthTech Weekly December 10, 2018

LPL Financial acquires AdvisoryWorld. Facet Wealth partners with Vestmark. Bank of New York Mellon partners with Vestwell. SmartAsset launched SmartAdvisorMatch.com. Western will launch their integrated tools powered by eMoney’s technology. Folio Financial announced the launch…
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WealthTech Weekly
3 December 2018

WealthTech Weekly December 3, 2018

by INSART

WealthTech Weekly December 3, 2018

Redtail published the results from a survey entitled "Gen Tech". Robinhood goes on filling key jobs. TD Ameritrade Institutional holds its first advisory-focused FinTech competition. BlackRock announced a strategic partnership with Envestnet. Nutmeg has…
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WealthTech Weekly
26 November 2018

WealthTech Weekly November 26, 2018

by INSART

WealthTech Weekly November 26, 2018

Morgan Stanley launches a new advisory technology platform to provide financial advisors with one dashboard for all services. DriveWealth has formed a strategic partnership with Trading Central to leverage common elements of…
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WealthTech Weekly
19 November 2018

WealthTech Weekly November 19, 2018

by INSART

WealthTech Weekly November 19, 2018

New and expanded partnerships: BlackRock with CleanCapital, RightCapital with Commonwealth, Brinker Capital with AdvisoryWorld, SEI with Fusion Wealth. Addepar was honored by Morgan Stanley. Evestor is to launch a new brand ‘OpenMoney’. Betterment redesigns Advisor…
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WealthTech Weekly
12 November 2018

WealthTech Weekly November 12, 2018

by INSART

WealthTech Weekly November 12, 2018

Empower Retirement plans to launch a new platform. GPS Wealth Management implemented Riskalyze. iCapital Network has got a strategic investment from JPMorgan Chase & Co.  AlphaCore Technologies releases a FinTech tool for intelligent investing.…
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