FMG Suite and its recently acquired brand Twenty Over Ten announced the launch of new tools. Lifeworks Advisors has acquired Aimvest Technologies. Cetera snags $2.4 billion team from MassMutual. RIA in a Box has acquired Itegria, LLC. Northern Trust Corporation NTRS recently closed the deal to acquire Parilux Investment Technology, LLC. UNest partnered with Haven Life. Commonwealth Bank of Australia has acquired health technology provider Whitecoat. 55ip announced that advisors now have access to Fidelity InstitutionalSM’s model portfolios. Creative Planning announced the acquisition of Sullivan, Bruyette, Speros & Blayney, LLC. Orion partners with FeeX to integrate with a tool that lets advisors make trades on 401(k)s and other held-away accounts in a way that is safe and scalable.
Orion partners with FeeX to integrate with a tool that lets advisors make trades on 401(k)s and other held-away accounts in a way that is safe and scalable.
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FMG Suite, a SaaS company specializing in marketing software and services for financial professionals, and its recently acquired brand Twenty Over Ten announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing.
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Lifeworks Advisors, a fast-growing independent RIA firm, announced that the company has acquired Aimvest Technologies, an innovative financial technology development company. Aimvest’s technology will be integrated into the Lifeworks Advisor platform to dynamically create custom investment portfolios for clients based on their unique financial planning data and changing life events.
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Cetera snags $2.4 billion team from MassMutual.
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RIA in a Box, a leading Software-as-a-Service (SaaS) provider of compliance, cybersecurity, and operational software solutions to the wealth management industry, announced that it has acquired ITEGRIA, LLC, a leading provider of cloud-based virtual desktop solutions for RIAs.
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Northern Trust Corporation NTRS recently closed the deal to acquire Parilux Investment Technology, LLC.
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Investment app UNest partnered with Haven Life to allow UNest members to earn a reward when considering Haven’s term life insurance.
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Commonwealth Bank of Australia has acquired health technology provider Whitecoat, furthering its ambition to create an end-to-end digital payment, claiming, and directory solution for the healthcare industry.
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55ip announced that advisors now have access to Fidelity InstitutionalSM’s professionally managed model portfolios, combined with 55ip’s ActiveTax Technology®, to help advisors add scale and efficiency to their practices. In addition, 55ip’s existing integration with Fidelity’s custodial platform has been enhanced to make the experience even easier for advisors.
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Creative Planning Inc. (“Creative Planning”), one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Sullivan, Bruyette, Speros & Blayney, LLC (“SBSB”), with over $5 billion in assets under management.
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