ETX Capital acquired Oval. AdvisorEngine and Fidelity Investments are rolling out deeper integrations. MoneyLion announced a partnership with insurance broker NFP. KB Financial Companies, LLC has recently appointed Julie Straley and Richard Rankin. Boast.ai announced the addition of a new board member and three new executives to its leadership team. OpenPayd has partnered with SwissBorg. Broadridge Financial Solutions announced that Canadian financial services company Aviso Wealth Inc. Vestmark, Inc. announced that Vestmark Advisory Solutions, Inc. Resources Investment Advisors and NextCapital have partnered. First Rate acquires an alternative investment management solution with a global client base.
ETX Capital acquired Oval.
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AdvisorEngine and Fidelity Investments are rolling out deeper integrations for account opening that will enable advisors to more seamlessly open accounts on the Fidelity.
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MoneyLion announced a partnership with insurance broker NFP to provide MoneyLion members with direct access to insurance and financial wellness offerings. The partnership, powered by NFP’s InsurChoice program, enables MoneyLion members to shop for and buy insurance products and solutions through MoneyLion’s all-in-one financial platform.
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KB Financial Companies, LLC has recently appointed Julie Straley as Managing Director of Family Office Services and Richard Rankin as Managing Director of KB Corporate Finance to complement the firm’s continued growth.
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Boast.ai, a FinTech platform that helps companies automate the cumbersome process of preparing and financing Research and Development (R&D) tax credit claims in the United States and Scientific Research & Experimental Development (SR&ED) tax credits in Canada, announced the addition of a new board member and three new executives to its leadership team, including Chief Technology Officer, Chief Marketing Officer, and Chief Financial Officer.
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Broadridge Financial Solutions, Inc., a global Fintech leader, announced that Canadian financial services company Aviso Wealth Inc. is being powered by Broadridge’s digital advisor desktop and securities processing engine and is utilizing its integrated Digital Information Onboarding platforms.
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Vestmark, Inc., a leading provider of portfolio management tools and trading software, announced that Vestmark Advisory Solutions, Inc., the firm’s registered investment advisor (RIA) subsidiary, has partnered with UBS Wealth Management USA to expand its offering of zero-fee Separately Managed Accounts (SMA).
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Leading retirement plan adviser Resources Investment Advisors – A OneDigital Company and enterprise digital advice company NextCapital have partnered to deliver personalized advice solutions across three new defined contribution recordkeepers.
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As part of First Rate’s commitment to building a global and innovative presence in the FinTech marketplace, First Rate acquires an alternative investment management solution with a global client base that manages and advises more than $1 trillion in private equity, venture capital, real-estate and public investments.
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