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The Wealth & Tech Weekly #8

Covering the week from June 10th to June 16th

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Wealth & Technology Newsletter

Fitting with our overall aim of delivering dedicated knowledge and support resources around the business of needs of the wealth management sector, our monthly Wealth & Tech Newsletter looks at a broad range of the latest wealth management technology-related developments from across the wealth management sector and then consolidates them...

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by The Wealth Mosaic
| 20/06/2019 12:00:00

Welcome to the eighth 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 June 10th to June 16th, features 34 market developments.

  • Addepar launches mobile App (Weblink)
  • Aegon backs FNZ blockchain for fund administration project (Weblink)
  • Alpha FMC recruits for benchmarking practice (Weblink)
  • Betterment to offer digital investing platform to Optum Bank HAS (Weblink)
  • BTG Pactual expands digital platform to retail clients (Weblink)
  • Cetera suffers data breach (Weblink)
  • Credit Suisse announces collaboration with Privé Technologies (Weblink)
  • Duff & Phelps partners with ComplySci for new compliance administration tool (Weblink)
  • DXC Technology completes purchase of Luxoft (Weblink)
  • DZ Privatbank selects Itiviti OMS (Weblink)
  • EFG International selects AM-One for new independent asset management platform (Weblink)
  • Evalue to launch robo service in summer 2019 (Weblink)
  • Fidelity to bring to market new managed accounts platform (Weblink)
  • Fiduciary Exchange opens up the Envestnet Insurance Exchange for Envestnet (Weblink)
  • FinMason adds Foreside founder and CEO Richard Berthy to advisory board (Weblink)
  • Fiserv integrates retirement income and insurance planning tools (Weblink)
  • Foster Denovo launches own investment platform for financial advisers and clients called Clearview (Weblink)
  • Halo Investing raises US$12 million for structured notes investing (Weblink)
  • John Hancock Investment Management chooses YCharts (Weblink)
  • Lori Hardwick to join Red Rock Strategic Partners as CEO of Wealth Tech (Weblink)
  • Orion Advisor Services expands integrations with Redtail and Schwab Advisor Services and adds new integration with Genivity (Weblink)
  • Pershing brings in new tool to help advisers select technology (Weblink)
  • Pershing working on a full stack integration (Weblink)
  • Personal Capital next robo to offer clients banking (Weblink)
  • Salesforce agrees to buy Tableau for US$15.3 billion (Weblink)
  • Sound Post Capital partners with Harness Wealth (Weblink)
  • SS&C Technologies announces new Black Diamond integrations with TD Ameritrade, Schwab, Fidelity and Pershing (Weblink)
  • Tenet Group selects Dynamic Planner to support members’ with risk profiling and asset allocation investment processes (Weblink)
  • TriState Capital Bank digital lending platform launched to LPL Financial Advisors (Weblink)
  • Union Bancaire Privée signs with IHS Markit as EDM client (Weblink)
  • US Bancorp Investments to cut fees for Automated Investor robo service (Weblink)
  • Wealth Technologies adds Hayley Nelson to board (Weblink)
  • William Scott joins Silver Management Group (Weblink)