Welcome to the 17th 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. This week's, covering August 12th to August 18th, features 23 market developments.
- Advicefront changes pricing structure to attract smaller firms (Weblink)
- Aegon’s UK platform suffers GB£2.6 billion in outflows (Weblink)
- Alpha FMC adds three to its wealth management practice (Weblink)
- Apiax working with Aosphere to enhance cross-border compliance service (Weblink)
- Artivest surpasses US$1 billion in assets on platform and names new CEO (Weblink)
- Capital One buys retirement-focused robo United Income (Weblink)
- CB Insights research highlights investment into WealthTech is falling (Weblink)
- CIBC US Private Wealth Management selects SEI’s Wealth Platform (Weblink)
- Delio raises GB£3 million to support international growth (Weblink)
- GBST posts 80% rise in pre-tax profits (Weblink)
- Grayhawk Investment Strategies signs to use Wealthsimple for Advisors (Weblink)
- La Meer announces GRACE Client Management v4.0 to address regulatory BI requirements (Weblink)
- Ladenburg Thalmann invests into Newday Financial Technologies (Weblink)
- LPL adds Wealthbox CRM to affinity program (Weblink)
- Octopus plans to launch a platform after buying Seccl for GB£10 million (Weblink)
- Praemium’s inflows on international platform up 62% (Weblink)
- Rise Wealth Technologies and Securitize partner for security token offering (Weblink)
- Satuit Technologies partners with DocuSign for secure investor portal (Weblink)
- Sionic recruits former Accenture partner as head of wealth management and private banking practice (Weblink)
- Snappy Kraken raises further US$3.5 million from Scratchworks investors (Weblink)
- Tiller Investments signs platform deal with Point Group (Weblink)
- Walker Crips signs technology deal with Intelliflo for Intelligent Office solution (Weblink)
- Wealth Wizards to launch abridged advice tool for advisers (Weblink)