research & insights from The Wealth Mosaic

The Wealth & Tech Weekly #42

Covering the week from February 17th to February 23rd

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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
| 27/02/2020 06:00:00

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)