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Fischer & Company will merge with Stralem & Company. Raymond James plans to acquire Financo. RightCapital integrates with LPL`s ClientWorks program. Docupace announced a new relationship with Ameritas. PAi’s retirement plan offering is to include a Pooled Employer Plan. Fusion Financial Partners launched Fusion Black Ops™. Taxdoo raised $21 million in a Series A. Landbay has attracted more than £5m of funding. Vise closed $45 million in a Series B funding round. Anna Caponsacco joined Magnus Financial Group LLC as Vice President of Investment Operations.

Fischer & Company

Hightower announced it has facilitated an M&A transaction for one of its advisory businesses, Fischer & Company. Fischer & Company will merge with Stralem & Company, a 54-year-old wealth management firm in New York, to create the newly combined Hightower advisory business, Fischer Stralem Advisors.

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Raymond James

Raymond James announced plans to acquire Financo, a boutique investment bank specializing in the consumer and retail sectors.

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PAi

PAi’s retirement plan offering will soon include a Pooled Employer Plan (PEP), with PAi Trust Company, Inc. serving as the plan’s Pooled Plan Provider and Wilshire as the plan’s investment fiduciary.

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RightCapital

RightCapital integrates with LPL`s ClientWorks program. Previously listed on the IBD’s preferred vendor list, RightCapital now joins other planning tools available through the LPL platform.

Find details here.

Fusion Financial Partners

Fusion Financial Partners has launched Fusion Black Ops™, a confidential RIA launch services program designed to support breakaway advisor teams on their transition to independence.

Find details here.

Docupace Technologies LLC

Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announces a new relationship with Ameritas, a Lincoln, Nebraska-based insurance, employee benefits and financial services company to digitally enhance its back office operations and deliver across-the-board efficiencies for its affiliated financial professionals.

Find details here.

Taxdoo

Taxdoo, the provider of an automated tax compliance platform for ecommerce sellers, has raised $21 million in a Series A led by Accel.

Find details here.

Magnus Financial Group

Magnus Financial Group LLC announced that Anna Caponsacco has joined the firm as Vice President of Investment Operations.

Find details here.

Landbay

Landbay has attracted more than £5m of funding from a mix of institutional and high-net worth investors and existing crowdfunding shareholders.

Find details here.

Vise

Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, announced the close of its $45 million Series B funding round, bringing the total capital raised since Vise’s founding to over $60 million.

Find details here.

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