Welcome to the first edition of our Wealth & Tech Weekly newsletter.
A part of our Wealth & Tech Monthly newsletter process, this weekly newsletter provides a quick overview of the latest wealth management technology-related developments from across the sector internationally.
- Nutmeg launches Asia partnership with Taipei Fubon Bank (Citywire)
- UK robo Netwealth launches a model portfolio service (Citywire)
- iCapital Network and Nasdaq create new digital secondary markets platform (Yahoo Finance)
- Fidelity adds Addepar and Wealthbox to Wealthscape Integration Xchange technology platform (Financial Planning)
- Schwab Advisor Services brings Portfolio Connect to the market (InvestmentNews)
- JHC Systems launches Digital Wealth platform (InvestmentEurope)
- Find Pension Advice launches in UK (FTAdviser)
- 280 CapMarkets selected by United Planners Financial Services (Yahoo Finance)
- Facet Wealth recruits new chief technology officer (Yahoo Finance)
- FINRA invested US$20 million in technology to help monitor markets and member firms (InvestmentNews)
- RIA, Independent Financial Partners, select AdvisorEngine (Yahoo Finance)
- Independent Financial Partners also selects Redi2 Technologies (Yahoo Finance)
- Envestnet Tamarac partners with FIX Flyer for enhanced trading (Yahoo Finance)
- Docupace integrates with mutual fund service platform FundKeeper (Yahoo Finance)
- Morningstar launches a new retirement plan platform for RIAs (Financial Planning)
- UK FCA to focus in resilience against technology failures (FTAdviser)
- TradePMR releases new augmented reality technology for advisor recruitment (PR Newswire)
- FINRA forms Office for Financial Innovation (InvestmentNews)
- Octopus Investments study reveals advisers see hybrid as the future of advice (International Adviser)
- 55ip and Shareholders Service Group partner (Yahoo Finance)
- Wave Robo Advisor launches Robo Advisor Family (BusinessWire)
- Wealthfront attracts US$1 billion in cash accounts (Wealthmanagement.com)
- SmartRIA integrates with SS&C’s Black Diamond Wealth Platform (PR Newswire)
- UK platform Transact posts 15% funds under direction growth (FTAdviser)
- Australians increasingly comfortable with getting financial advice from artificial intelligence tools (Financial Review)
Each of these news pieces will be written up in more detail, alongside all other developments for the month, in our coming Wealth & Tech Monthly newsletter for April 2019.
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