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Foreside Financial Group acquired the regulatory compliance business of Integrated Compliance Solutions Group. Eaton Vance Investment Counsel acquired WaterOak Advisors’ assets. Skience launched a virtual roundtable series. Confluence Wealth Management will join Buckingham Strategic Wealth. Ben Welch joined LPL Financial as executive vice president, Trading. WealthArc was selected to provide its digital services to Eleutheria Wealth.

Foreside Financial Group

Foreside Financial Group, LLC, a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, announced that it has acquired the regulatory compliance business of Integrated Compliance Solutions Group (ICSGroup), a regulatory compliance services firm serving the asset management industry in the US and Africa, with an emphasis on private funds and emerging managers.

Find details here.

Eaton Vance

Eaton Vance Investment Counsel, a wholly owned subsidiary of asset manager Eaton Vance, concluded its acquisition of WaterOak Advisors’ assets. Based in Winter Park, Fla., WaterOak, now named Eaton Vance WaterOak Advisors, manages $2.3 billion in client assets. EVIC’s total assets amassed  to $11.4 billion at the close of the transaction.

Find details here.

Skience

Skience, the leading financial services solution and consulting provider, announced the launch of a virtual roundtable series, with a tongue-in-cheek reference to the company’s commitment to intellectual curiosity and knowledge sharing. The inaugural Skience Fair sessions will take place November 10–12, 2020, and thereafter on a monthly basis.

Find details here.

Buckingham Strategic Wealth

Buckingham Strategic Wealth, LLC (“Buckingham” or “Buckingham Strategic Wealth”) announced that Confluence Wealth Management LLC (“Confluence”), a registered investment advisor based in Portland, Oregon, will join Buckingham.

Find details here.

LPL Financial

LPL Financial LLC, a leading retail investment advisory firm, independent broker-dealer and registered investment advisor (RIA) custodian, announced that Ben Welch has joined the firm as executive vice president, Trading, effective today.

Find details here.

WealthArc

WealthArc, a Swiss provider of an all-in-one automated Portfolio Management System for wealth managers, announced that it has been selected to provide its digital services to Eleutheria Wealth.

Find details here.

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WealthTech Weekly November 30, 2020

WealthTech Weekly November 30, 2020

Beacon Pointe Advisors mergers with CBD Wealth Management. CI Financial acquires majority interest in RGT Wealth Advisors. Meridian Capital acquires the Seattle division of Moss Adams Capital. Fiduciary Exchange partners with American Equity…

PayTech Round-Up November 25, 2020

PayTech Round-Up November 25, 2020

Chargebee partners with Pipe. Visa partnered with Conferma Pay. Nayax and Yuansfer partnered with Alipay. PCI Pal collaborates with Oracle. Sezzle partners with Wix. Credit Key raised $33.85 million towards its BNPL model. XTM Inc.…

WealthTech Weekly November 23, 2020

WealthTech Weekly November 23, 2020

AdvicePay partners with Cambridge. Smarsh announced support for T-Mobile for Business. Veater Financial Group joined SagePoint Financial. Adam Innerst joined BNY Mellon Wealth Management as Market President. John Gallagher and Mark Levin join LPL. Chad Roope…

PayTech Round-Up November 18, 2020

PayTech Round-Up November 18, 2020

Boost Payment Solutions is partnering with Global Healthcare Exchange. Douugh launched its app in the US. Payability partnered with Newegg. Third Coast Bank SSB adds Zelle® to its platforms. Radius Bank and Treasury…

WealthTech Weekly November 16, 2020

WealthTech Weekly November 16, 2020

Discovery Data launched its next-generation market intelligence platform. Captrust acquires Shine Wealth Partners. RiskPro integrates with Envestnet. CI Financial acquired The Roosevelt Investment Group. TradePMR adds Adhesion Wealth® to its Fusion platform. Smarsh® acquired…

PayTech Round-Up November 11, 2020

PayTech Round-Up November 11, 2020

The Hydrogen Technology Corporation received an investment from EML Payments. Cross River acquires Northern Dominion Metals. Shift4 Payments acquires 3dcart. NerdWallet acquires Fundera. PayPoint plans a double acquisition worth £70 million. Blackhawk Network acquired National…

PayTech Round-Up November 4, 2020

PayTech Round-Up November 4, 2020

Ibanera partners with Elavon. N2Xpress partners with Paykii. Radius Bank teamed up with Treasury Prime. APS Payments integrates with Sage X3. Repay Holdings Corporation acquired CPS Payment Services. Celero Commerce acquires TransNational Payments. Paxful…

WealthTech Weekly November 2, 2020

WealthTech Weekly November 2, 2020

DriveWealth announced a $56.7 million Series C round. Park Avenue Securities selected AdvicePay to help financial professionals transition to a fee-for-service, financial planning model. Wealthcare integrates with SS&C's Black Diamond® Wealth Platform. NFP…