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Focused on the Future: Will Trout on the Impact From Emerging Trends - Vimarsana News

Focused on the Future: Will Trout on the Impact From Emerging Trends

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Ian McKenna: FCA simplified advice plans threaten UK's global advice tech lead - Vimarsana News

Ian McKenna: FCA simplified advice plans threaten UK's global advice tech lead

Diluting the perimeter between advice and guidance at this time will not only precipitate significant consumer harm but also undermine the UK’s position as a global advice tech leader.

LSEG sells wealthtech suite for $1.1 billion | Financial Planning - Vimarsana News

LSEG sells wealthtech suite for $1.1 billion | Financial Planning

Private equity firms Motive and Clearlake are buying the tech, which has about $6 trillion in assets on the platform.

Commonwealth and Sanctuary partner with TIFIN | Financial Planning - Vimarsana News

Commonwealth and Sanctuary partner with TIFIN | Financial Planning

The partnerships are a big win for the rapidly growing wealthtech.

UBS to acquire Wealthfront for $1.4 billion - Vimarsana News

UBS to acquire Wealthfront for $1.4 billion

UBS, the largest Swiss bank, is buying robo-adviser Wealthfront in a deal it said will accelerate its growth in the United States.