iCapital Network divested its right to acquire a private client team to AlphaCore Wealth Advisory as part of the recent closing of its acquisition of Artivest. Morgan Stanley received Federal Reserve approval for its acquisition of discount brokerage E*Trade Financial Corp. CI Financial Corp. and d1g1t Inc. announced the significant expansion of the strategic alliance. RightCapital Inc. and Advanced Planning Educational Group, Inc. announce their new partnership. Chalice Network announced a new enterprise partnership with Concorde Investment Services. Facet Wealth secured a $25m Series B funding round led by private equity shop Warburg Pincus. Act Analytics announced the release of an ESG News Analytics solution. Half of clients don’t open or read emails from their financial advisor, according to a new survey by Life Stage Insights.
iCapital Network, the leading global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries, announced that as part of the recent closing of its acquisition of Artivest, it had divested its right to acquire a private client team to AlphaCore Wealth Advisory. In the same transaction, iCapital also took ownership of factorE, a portfolio and analytics tool designed to help advisors assess and analyze the performance and risk of alternative investments in client portfolios, from AlphaCore. Terms of the agreement were not disclosed.
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Act Analytics, an innovative ESG-based investment analytics technology platform, announced the release of an ESG News Analytics solution that monitors ESG events for publicly traded companies, providing financial advisors and investment managers with an efficient and automated way to stay on top of ESG factors for their client holdings.
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Morgan Stanley has received Federal Reserve approval for its acquisition of discount brokerage E*Trade Financial Corp., the U.S. central bank said in a statement on Wednesday. The Fed’s order allows the companies’ banking operations to merge.
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Baltimore-based RIA startup Facet Wealth has secured a $25m Series B funding round led by private equity shop Warburg Pincus. The advisory firm, which targets mass-affluent clients with a virtual offering, also launched a financial wellness product for employers.
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Half of clients (52%) don’t open or read the majority of emails from their financial advisor, according to a new survey by Life Stage Insights, a marketing technology company that empowers financial advisors to automate deep connections with prospects and clients.
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CI Financial Corp. and d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, announced the significant expansion of the strategic alliance between the two firms.
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RightCapital Inc. and Advanced Planning Educational Group, Inc. (APEG) announce their new partnership. RightCapital, Inc. is the fastest-growing company in the financial planning software space, making wealth planning easier and more powerful for financial professionals and their clients; APEG provides educational resources, financial planning tools, and community connections that support financial planning professionals.
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Chalice Network, the online member-based digital marketplace for independent, small and mid-sized businesses that provides exclusive access to business, technology and client-service solutions, is proud to announce a new enterprise partnership with Concorde Investment Services. This partnership will provide Concorde financial professionals access to Chalice Network’s exceptional benefits and solutions.
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