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The Wealth & Tech Weekly #23

Covering the week from September 23rd to September 29th

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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
| 01/10/2019 06:00:00

Welcome to the 23rd 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 September 23rd to September 29th, features 26 market developments.

  • 9F acquires stake in Hubei Consumer Finance Company (Weblink)
  • 3rd-eyes and Synpulse form strategic partnership (Weblink)
  • AdvicePay redesigns its client portal (Weblink)
  • aixigo opens new branch office in Zurich (Weblink)
  • Alibaba bought a 33% stake in Ant Financial (Weblink)
  • AltaReturn and Black Mountain Systems combined to create (Weblink)
  • Avaloq adds two to the sales team in the UK (Weblink)
  • BetterTradeOff launches a life planning solution (Weblink)
  • Broadridge working with FundsLibrary for new RegTech tool in Europe (Weblink)
  • Bitcoin IRA launches crypto swaps on its trading platform (Weblink)
  • Charles River Development appoints for global head of wealth management (Weblink)
  • CICC and Tencent partner to develop tech solution for wealth management (Weblink)
  • Covr announces next generation of its insurance platform (Weblink)
  • Fidelity working with Ethic for ESG SMA service (Weblink)
  • Glarner Kantonalbank to close robo service investomat (Weblink)
  • Holistiplan wins fourth annual XY Planning Network FinTech competition (Weblink)
  • Ladder launches Ladder for Advisors (Weblink)
  • Moneyfarm raises a further GB£36 million in Series C round (Weblink)
  • Nutmeg launches financial planning service (Weblink)
  • Oranj launches real-time notifications for financial advisors on its platform (Weblink)
  • Origo targeting 2020 for integration hub for advisers (Weblink)
  • Refinitiv equips wealth managers with quantitative behavioural economics tool (Weblink)
  • Refinitiv launches Qual-ID solution (Weblink)
  • Securitize raises US$14 million (Weblink)
  • Silver Cost Basis and Sovos partner to offer tax information reporting for crypto assets (Weblink)
  • WealthAbility promotes for Director of Digital technology role (Weblink)