Welcome to the June 2018 edition our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from that month.
Of note: this document goes out to subscribers and partners a month before we publish on our website.
Where a firm is highlighted in pink, click on the hyperlink to view their business profile page on our platform.
Split into different categories, the summary covers:
- Technology developments by wealth managers - with news on/from Charles Stanley, Emperor Investments, Fifth Third Securities, Merrill Lynch, ProEquities, TD Ameritrade, U.S. Bancorp and Wealthfront.
- Technology developments by solution providers - with news on/from AdvisorEngine, Ant Financial, AssetMark, Bloomberg and AlpacaJapan, Dynasty Financial Partners, Envestnet | Yodlee, GBST, Profile Software, Swell Investing and Vestmark.
- Partnerships & integrations - with news on/from CoInvestor and Intelliflo, Envestnet Tamarac and Pershing, Lincoln Financial and Orion Advisor Services, Private Client Resources and Asset Vantage and TCA by E*TRADE and WealthConductor
- Solution adoption & success - with news on/from NeoXam, SEI, Hearsay, Canopy, Envestnet, Hidden Levers, Thomson Reuters, Objectway, Pershing, Nest Wealth, Vestmark and Moody's Analytics.
- Market research - with news on/from Forbes Insight and Temenos, Linedata, Forrester Consulting and Ernst & Young, Merrill Edge and IW Capital.
- M&A deals - with news on/from Actiance and Smarsh, Capita and Munnypot, Fi360 and the Center for Fiduciary Management, Intelliflo and Invesco and InvestCloud and rplan.
- Fundraisings & listings - with news on/from Advicefront, Hulgrave, Multiply AI, Nucleus, PINTECH, Quantifeed, SigFig, SmartAsset and WeInvest.
- Regulation & compliance - with news on/from FINRA and the FCA.
- People hires & moves - with news on/from Chalice Wealth Partners, Charles Schwab, eMoney Advisor, Emotomy, Netwealth and Spitfire.
- Other technology-related news - with news on/from Alpha FMC, Broadridge Financial Solutions, New Access, PIMFA.
- Other general news - with news on/from Capgemini, Maybank and Quilter.
(Please click on the image below this section to access and download the full summary).
