Act Analytics launches a new ESG portfolio analytics platform for RIAs. ETHIC, a Wealth Bank, launched in Boston. Totum Risk integrates and partners with AdvisorPeak. Fiduciary Trust acquires Pennsylvania Trust. Creative Planning acquires Stratford Consulting. Wickham Cash Partners joins UBS Private Wealth. Cerity Partners merged with Sullivan & Serwitz.
Act Analytics, an innovative investment analytics technology platform, announced the launch of a new Environmental, Social and Governance (ESG) portfolio analytics platform that will enable Registered Investment Advisors (RIAs) to compare, contrast and construct customized ESG portfolios for their clients.
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ETHIC, a Wealth Bank, with headquarters at 125 High Street in Boston, announces its inception. ETHIC is the first of its kind in that it offers a complete platform of banking and wealth management solutions with exceptional client service supported by sophisticated yet user-friendly technology.
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The 17-member team with $10 billion in assets under management will report to Julie Fox and Brendan Graham and will be based in UBS’s wealth management Charlotte office run by Ron Fleischman. All together, the firm’s wealth managers represent 225 years of experience in the industry.
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Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum’s risk analysis within AdvisorPeak’s trading and rebalancing platform to optimize advisors time and user experience.
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Fiduciary Trust Company International, the global wealth management unit of Franklin Resources, announced it has acquired The Pennsylvania Trust Company, based in Radnor, Pa., near Philadelphia. Pennsylvania Trust, with about $4 billion in assets, is an independent, employee-owned company founded in 1986.
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Creative Planning Inc., one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Stratford Consulting, an RIA firm located in Addison, Texas. Stratford Consulting provides comprehensive financial planning and investment management for clients with approximately $618 million in Assets Under Management.
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Cerity Partners adds $1 billion AUM Sullivan & Serwitz in California. National registered investment advisor Cerity Partners announced that it has merged with Los Altos, Calif.-based wealth management firm Sullivan & Serwitz. With the merger, Cerity Partners now manages about $26 billion in assets.
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