Welcome to the eighth 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 June 10th to June 16th, features 34 market developments.
- Addepar launches mobile App (Weblink)
- Aegon backs FNZ blockchain for fund administration project (Weblink)
- Alpha FMC recruits for benchmarking practice (Weblink)
- Betterment to offer digital investing platform to Optum Bank HAS (Weblink)
- BTG Pactual expands digital platform to retail clients (Weblink)
- Cetera suffers data breach (Weblink)
- Credit Suisse announces collaboration with Privé Technologies (Weblink)
- Duff & Phelps partners with ComplySci for new compliance administration tool (Weblink)
- DXC Technology completes purchase of Luxoft (Weblink)
- DZ Privatbank selects Itiviti OMS (Weblink)
- EFG International selects AM-One for new independent asset management platform (Weblink)
- Evalue to launch robo service in summer 2019 (Weblink)
- Fidelity to bring to market new managed accounts platform (Weblink)
- Fiduciary Exchange opens up the Envestnet Insurance Exchange for Envestnet (Weblink)
- FinMason adds Foreside founder and CEO Richard Berthy to advisory board (Weblink)
- Fiserv integrates retirement income and insurance planning tools (Weblink)
- Foster Denovo launches own investment platform for financial advisers and clients called Clearview (Weblink)
- Halo Investing raises US$12 million for structured notes investing (Weblink)
- John Hancock Investment Management chooses YCharts (Weblink)
- Lori Hardwick to join Red Rock Strategic Partners as CEO of Wealth Tech (Weblink)
- Orion Advisor Services expands integrations with Redtail and Schwab Advisor Services and adds new integration with Genivity (Weblink)
- Pershing brings in new tool to help advisers select technology (Weblink)
- Pershing working on a full stack integration (Weblink)
- Personal Capital next robo to offer clients banking (Weblink)
- Salesforce agrees to buy Tableau for US$15.3 billion (Weblink)
- Sound Post Capital partners with Harness Wealth (Weblink)
- SS&C Technologies announces new Black Diamond integrations with TD Ameritrade, Schwab, Fidelity and Pershing (Weblink)
- Tenet Group selects Dynamic Planner to support members’ with risk profiling and asset allocation investment processes (Weblink)
- TriState Capital Bank digital lending platform launched to LPL Financial Advisors (Weblink)
- Union Bancaire Privée signs with IHS Markit as EDM client (Weblink)
- US Bancorp Investments to cut fees for Automated Investor robo service (Weblink)
- Wealth Technologies adds Hayley Nelson to board (Weblink)
- William Scott joins Silver Management Group (Weblink)