Wealth Enhancement Group increased its AUM by $3B. Betterment CEO Jon Stein named Sarah Kirshbaum Levy as the new head of the robo advisor. Personal Capital, an Empower Company, named Dr. Deepak Chopra as the member of the “Financial Heroes” campaign. Skience hired Kyle Van Pelt as Executive Vice President, Sales. Ryan Diachok, current president of Geneos Wealth Management, has taken over the CEO duties. LaSalle St. rolled out its Growth Acceleration Platform. Fusion Financial Partners have launched FusionNetix™. benjamin announced the launch of its complete, end-to-end technology. WageCan partners with CYBAVO and acts as the exclusive agent of CYBAVO in North America. SimCorp announced a new collaboration with AI fintech, IntelliBonds. DNA Behavior International announces a new integration with Schwab Advisor Services™. Cetera announced the affiliation of Pierson Wealth Management.
Wealth Enhancement Group increased its assets under management by $3 billion to just over $25 billion due to its latest acquisition: SVA Companies’ wealth management and trust businesses, collectively known as SVA Financial Group.
Find details here.
Betterment co-founder and CEO Jon Stein announced that he was stepping down from his leadership post, naming Sarah Kirshbaum Levy as the new head of the robo advisor.
Find details here.
LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, announced the rollout of its Growth Acceleration Platform for financial institutions-based wealth management programs.
Find details here.
Personal Capital, an Empower Company, a remote-first, industry-leading provider of financial software tracking and tools unveiled its newest member of the “Financial Heroes” campaign, Dr. Deepak Chopra.
Find details here.
Skience, the leading provider of workflow automation, consulting services and integrations for firms in the wealth management industry, announced it has hired Kyle Van Pelt as Executive Vice President, Sales, effective immediately.
Find details here.
WageCan partners with the leading cybersecurity firm CYBAVO and also acts as the exclusive agent of CYBAVO in North America. WageCan blockchain-based enterprise solutions will be secured with the highest standards in the industry by CYBAVO key management technology, whose cryptocurrency vault and wallet manager for enterprise ensures the highest standards of security to protect our customers’ digital assets.
Find details here.
SimCorp, a leading provider of integrated, front-to-back, multi-asset investment management solutions and services to the world’s largest buy-side institutions, announces a new collaboration with AI fintech, IntelliBonds, to deliver clients access to AI innovation, enhanced portfolio construction and optimization for fixed income portfolios.
Find details here.
Russell Diachok, who co-founded Denver-based independent broker/dealer Geneos Wealth Management with his father in 2002, has retired from his role as chief executive of the firm, which has more than 280 advisors and revenues of $130 million. Diachok’s nephew, Ryan Diachok, current president of Geneos, has taken over the CEO duties.
Find details here.
The founders of Fusion Financial Partners have launched FusionNetix™, a new firm created to deliver white-glove managed IT services, cybersecurity expertise, and IT consulting solutions to the wealth management industry.
Find details here.
DNA Behavior International, the behavioral science tech company that enables financial services organizations to access validated behavioral insights via its all-in-one cloud-based platform, announces a new integration with Schwab Advisor Services™.
Find details here.
Cetera has announced the affiliation of Pierson Wealth Management. Led by Owner and Investment Advisor Representative, Ivy Pierson, the firm specializes in developing and implementing retirement and estate plans for private clients.
Find details here.
benjamin, the only business support system driven by AI and specifically designed for the wealth management industry, announced the launch of its complete, end-to-end technology that will bring scale, profitability and a better client experience so that independent RIA firms can navigate a much more challenging environment.
Find details here.
