Welcome to the 24th 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 30th to October 6th, features 30 market developments.
- 7IM aims to cut trading costs through tech upgrade (Weblink)
- ACA Compliance Group launches next-gen RegTech platform (Weblink)
- AdvisorAssist rolls out AdvisorCloud 360 (Weblink)
- Apex Clearing working with Trillium for trade surveillance (Weblink)
- AssetMark acquires OBS Financial (Weblink)
- Bank Vontobel to offer structured products via Blockchain (Weblink)
- Calastone launches new brand (Weblink)
- Crypto exchanges come together to form Crypto Currency Council (Weblink)
- Dynamic Planner partners with adviser platform Novia (Weblink)
- E*Trade cuts trading commissions to zero (Weblink)
- FinMason and Eagle Investment Systems form strategic alliance (Weblink)
- HJ Sims selects the Axxcess Platform (Weblink)
- JHC Systems names Chief Product Officer (Weblink)
- LPL Financial adds factorE to vendor affinity program (Weblink)
- Multi-family office Forthlane Partners selects d1g1t (Weblink)
- Oranj launches client success team (Weblink)
- Refinitiv to use SigFig platform for institutional digital advisory services (Weblink)
- RISE Wealth Technologies partners with Entoro for US$120 million STO (Weblink)
- Riskalyze launches multi-custodial trading tool (Weblink)
- Riskalyze upgrades platform with new features (Weblink)
- RWC Partners’ profits jump 34% after tech overhaul (Weblink)
- Sanlam UK appoints new CTO (Weblink)
- Schwab cuts online brokerage fees to zero (Weblink)
- SmartLeaf introduces automated household-level rebalancing (Weblink)
- SocGen appoints Digital Transformation Officer in Luxembourg (Weblink)
- SS&C Technologies’ Black Diamond partners with RightCapital (Weblink)
- Stash Invest adds Portfolio Builder tool to mobile app (Weblink)
- SupraFin gains TribulusTech as investor and software development partner (Weblink)
- vdk bank selects Objectway and parts of its WealthTech Suite (Weblink)
- wealthpilot raises EU€2.6 million (Weblink)