Welcome to the 42nd edition of our Wealth & Tech Weekly newsletter
This week's Wealth & Tech Weekly newsletter covers the week from February 17th to February 23rd, 2020 and featuring 31 market developments.
- Addepar expands product offering to reach more RIAs (Weblink)
- Bank of Singapore appoints Chief Data and Innovation Officer (Weblink)
- Belfius Bank adopts SimCorp Coric (Weblink)
- Carson Group to cover all technology costs for partner firms (Weblink)
- CircleBlack selects Redi2’s BillFin as fee billing partner (Weblink)
- Client prospecting tool Indyfin launches in the US (Weblink)
- Conquest Planning raised CA$3 million in Series A funding (Weblink)
- Copper.co raises US$8 million in Series A (Weblink)
- Crypto custody firm BitGo agreed to acquire digital securities platform Harbor (Weblink)
- FE Fundinfo names ex-Intelliflo CEO as its own CEO (Weblink)
- five°degrees appoints new chairman of its supervisory board (Weblink)
- Fiserv’s investment services unit rebranded to Tegra118 after Motive Partners investment (Weblink)
- FP Alpha platform launched by President of Altfest Personal Wealth Management (Weblink)
- French-based digital asset platform Equisafe planning to launch in the US (Weblink)
- LifeYield and AdvisorPeak integrate (Weblink)
- LPL Financial integrates account opening tool with AdvisoryWorld’s proposal generation tool (Weblink)
- Oakbrook Solutions spun off its workflow optimization and automation business into a firm called LAVAwm (Weblink)
- Morgan Stanley to buy E*Trade Financial for US$13 billion (Weblink)
- Old Mutual launches Family Linking on wealth platform (Weblink)
- OneSource Advisors launches OS SmartVest with support of TradingFront (Weblink)
- RIA in a Box announced a new API for MyRIACompliance at T3 Advisor Conference (Weblink)
- Robinhood launches portfolio customisation and investment tracking tools (Weblink)
- Skience 12.0 launches household-level, multi-account opening functionality for advisors (Weblink)
- Smartleaf creates a dedicated advisor portal (Weblink)
- StratiFi announced a new data integration with AdvisorPeak (Weblink)
- Timeline announces launch of Livetrack at T3 2020 Advisor Conference (Weblink)
- Whealthcare Planning names interim CEO (Weblink)
- Wombat Invest launches second equity crowdfunding campaign to raise GB£200,000 (Weblink)
- YieldStreet launches YieldStreet Prism Fund (Weblink)
- Zedcrest Capital launches digital wealth management offering ZIMVEST (Weblink)
- Zinvest Financial launches and offers zero commission trading (Weblink)