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The Wealth & Tech Weekly #5

Covering the week from May 20th to May 26th

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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
| 29/05/2019 06:00:00

Welcome to the fifth 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 May 20th to May 26th, features 30 plus market developments. 

  • Aite Group suggests robo market could reach US$1.23 trillion by 2023 (Weblink)
  • Artivest names Paul Nobile as CMO (Weblink)
  • Aviva introduces new features to adviser platform (Weblink)
  • Broadridge agrees deal to acquire Canadian firm RPM Technologies (Weblink)
  • CAIS adds four to leadership team (Weblink)
  • Calastone launches blockchain-based infrastructure for trading and settlement of pooled investment funds (Weblink)
  • Chinese technology platform PINTEC supports Bank of Nanjing to developing new digital wealth solution (Weblink)
  • Deutsche Bank launches dbXpert service (Weblink)
  • Dynamic Planner partners with Intelliflo, Royal London and VitalityInvest (Weblink)
  • Financial planning firm Waddell & Reed launches WaddellONE centralised advisor desktop (Weblink)
  • Finantix recruits Tim Wood as new CFO (Weblink)
  • Independent Financial Partners selects Riskalyze (Weblink)
  • InvestCorp agrees a deal to acquire Mercury Capital Advisors (Weblink)
  • Jarvis Investment Management selects JHC System’s Neon solution (Weblink)
  • Lincoln Financial Network to offer Goldman Sachs’s GS Select to advisors and clients (Weblink)
  • Lombard Odier appoints Stephen Kemp as new COO for private clients (Weblink)
  • LPL Financial raises forecast technology spend to US$150 million (Weblink)
  • ONE PM and CSL Corporate Services Ltd partner (Weblink)
  • Online adviser directory Unbiased raises fees for passing user enquiries to advisers (Weblink)
  • OpenFin hires Tim Dinsdale from Goldman Sachs as European CTO hire (Weblink)
  • OpenMoney and YouGov research shows growing ‘Advice Gap’ in the UK (Weblink)
  • Pitcher Partners Wealth Management Brisbane selects Praemium’s integrated managed account platform (Weblink)
  • Platform provider Novia increases profits by 72% (Weblink)
  • Redtail CRM breach may have exposed client data (Weblink)
  • RetireUp adds Great American Life's fixed-indexed annuities to RetireUp Pro platform (Weblink)
  • RIA Altium Wealth implements Smartleaf (Weblink)
  • RIA North Capital launches new in-house built D2C financial planner and robo tool (Weblink)
  • Standard Life Aberdeen launches model portfolio service on its Wrap and Elevate platforms (Weblink)
  • The FCA identifies 187% rise in outages from UK wealth firms (Weblink)
  • Wealthsimple raises GB£60 million in round led by Allianz (Weblink)