First Trust Capital Partners acquires direct indexing firm Veriti Management: Wealthtech weekly
Plus, a new retirement tool from Income Lab and a fresh Envestnet deal.
Source: financial-planning.com
Page 7 - Wealthtech Weekly News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Wealthtech Weekly Today - Breaking & Trending Today
How Docupace stripped the stress out of advisor client transitions more than a half million times
Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team
Source: financial-planning.com
House committee says GameStop and other meme stocks exposed bad financial services business practices
Plus, Bank of America investing in an alternative investment platform, and Wealthramp helping advisors with fee calculations.
Source: financial-planning.com
Envestnet president stepping down as company restructures to 'streamline' business
Plus, a new partnership for Pontera and expanded API offerings from Riskalyze.
Source: financial-planning.com
Fintech Lumiant continues U.S. expansion with $3M investment from Savant Wealth Management
Plus, a new Envestnet acquisition, fresh tax tools for GeoWeath and United Planners working with cleverDome to beef up cybersecurity.
Source: financial-planning.com