MoneyLion to go public via $2.9B SPAC merger. AdvicePay announced a new technology integration with Salesforce. Farpointe Wealth Partners, LLC announced that Schexnayder Wealth Advisors has joined the team. Goldman Sachs Group Inc. launched an investing app for customers that want to put at least $1,000 to work. TD Bank is combining its previous commercial, corporate and specialty banking teams to create a new commercial bank. BBVA USA Launches BBVA Insights to Online Banking & Mobile Banking App. DALBAR, Inc. and the Retirement Learning Center have joined forces. Captrust Acquires $154B AUA Cammack Retirement Group. Varo Bank raised another $63 million in new funding. Skience announced the launch of a new Data Consolidation and Replication capability for wealth management firms.
MoneyLion to go public via $2.9B SPAC merger.
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AdvicePay announced a new technology integration with Salesforce. As part of this new data integration, AdvicePay’s technology is also accessible within XLR8, a leading financial services Salesforce overlay technology application for independent RIAs.
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Farpointe Wealth Partners, LLC, an independent financial advice firm within the Cetera network, has announced that Schexnayder Wealth Advisors, a $190 million asset team led by Owner and Senior Advisor, Nolan Schexnayder, has joined the team.
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Goldman Sachs Group Inc. took another step toward going mainstream, launching an investing app for customers that want to put at least $1,000 to work.
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TD Bank is combining its previous commercial, corporate and specialty banking teams to create a new commercial bank.
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BBVA USA Launches BBVA Insights to Online Banking & Mobile Banking App.
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DALBAR, Inc. and the Retirement Learning Center have joined forces to provide on-demand, state-of-the-art solutions to help financial professionals easily comply with the new regulations. As the peak of rollover activity approaches for this immense market i-LearnERISA provides continuing education (“CE”) for financial professionals who must act appropriately under PTE 2020-02 and Securities and Exchange Commission (SEC) rules.
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Captrust Acquires $154B AUA Cammack Retirement Group.
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Varo Bank, which last year became the first U.S. neobank to be granted a national bank charter, announced this morning it’s raised another $63 million in new funding. The round was led by NBA star Russell Westbrook, who will also join the startup as an advisor focused on the direction of Varo Bank’s programs aimed at underserved communities, including communities of color.
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Skience announced the launch of a new Data Consolidation and Replication capability for wealth management firms. This new offering empowers wealth management firms to successfully execute digital transformation initiatives that drive new growth opportunities, improve digital experiences and maximize operational and cost efficiencies.
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