Welcome to the August 2018 edition our monthly technology-related highlights from across the global wealth management sector, where we cover the main and noteworthy developments from that month. Of note: this document goes out to subscribers and partners a month before we publish on our website.

Where a firm is highlighted in pink, click on the hyperlink to view their business profile page on our platform.

Split into different categories, the summary covers:

• Technology developments by wealth managers - with news on/from JP Morgan, LEBC, Mint, OCBC Bank, UBS, Wahed Invest, Wealthify, Whitman Independent Advisors. 
• Technology developments by solution providers - with news on/from Advyzon, American Portfolios Financial Services, Apiax, CashCalc, Envestnet, Envestnet | Tamarac, Fiserv, Guideline, Iress, Starburst Labs, Truelytics and Vestmark. 
• Partnerships & integrations - with news on/from Apiax and Futurae, Asset-Map and Orion Advisor Services, Bambu and DriveWealth, Hubwise, MoneyGuidePro and Wealth Access, New Wealth and Morningstar Research, Orion Advisor Services and FinMason, PIMFA and Financial Crime Intelligence, RetireUp and Wealthbox, Wealthman and InoCoin.
• Solution adoption & success - with news on/from Genivity and BMO Wealth Management, Independent Advisor Alliance and Orion Advisor Services, Industrial Bank Co and Avaloq, Investec Click & Invest and GBST, Legacy Trust and SEI, Lincoln Investment and eMoney Advisor, Merrill Lynch and FactSet, OneFamily and Focus Solutions, Private Capital Group and Envestnet | Retirement Solutions, Quilter Investors and IHS Markit, RBC Wealth Management and Envestnet and Vestmark
• M&A deals - with news on/from Carson Group and Mineral Interactive, FMG Suite and Platinum Advisor Strategies, SS&C and Eze Software, UBS and SigFig
• Fundraisings & listings - with news on/from Quantexa 
• Market research - with news on/from Aite Group, Alpha FMC, Advisor Authority, robos ranked and Crealogix
• Regulation & compliance - with news on/from 12 regulators partner, smaller IFAs suffer under MiFIDII, UK robos form a lobby group
• People hires & moves - with news on/from Aegon, Atria Wealth Solutions, JP Morgan, Quantifeed, Tiller Investments and UBS
• Other technology-related news - with news on/from Aegon, Charles Stanley, eMoney Advisor, Morgan Stanley, Moneyfarm, Netwealth, Nucleus Financial, Quilter, Swissquote
• Other general news - with news on/from the minimum size of a competitive RIA and FINRA shows firm numbers declining

(Please click on the image below this section to access and download the full summary)