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Act Analytics launches a new ESG portfolio analytics platform for RIAs. ETHIC, a Wealth Bank, launched in Boston. Totum Risk integrates and partners with AdvisorPeak. Fiduciary Trust acquires Pennsylvania Trust. Creative Planning acquires Stratford Consulting. Wickham Cash Partners joins UBS Private Wealth. Cerity Partners merged with Sullivan & Serwitz.

Act Analytics

Act Analytics, an innovative investment analytics technology platform, announced the launch of a new Environmental, Social and Governance (ESG) portfolio analytics platform that will enable Registered Investment Advisors (RIAs) to compare, contrast and construct customized ESG portfolios for their clients.

Find details here.

ETHIC Wealth Bank

ETHIC, a Wealth Bank, with headquarters at 125 High Street in Boston, announces its inception. ETHIC is the first of its kind in that it offers a complete platform of banking and wealth management solutions with exceptional client service supported by sophisticated yet user-friendly technology.

Find details here.

UBS

The 17-member team with $10 billion in assets under management will report to Julie Fox and Brendan Graham and will be based in UBS’s wealth management Charlotte office run by Ron Fleischman. All together, the firm’s wealth managers represent 225 years of experience in the industry.

Find details here.

Totum Risk

Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum’s risk analysis within AdvisorPeak’s trading and rebalancing platform to optimize advisors time and user experience.

Find details here.

Fiduciary Trust

Fiduciary Trust Company International, the global wealth management unit of Franklin Resources, announced it has acquired The Pennsylvania Trust Company, based in Radnor, Pa., near Philadelphia. Pennsylvania Trust, with about $4 billion in assets, is an independent, employee-owned company founded in 1986.

Find details here.

Creative Planning

Creative Planning Inc., one of the nation’s largest Registered Investment Advisers (“RIA”), announced the acquisition of Stratford Consulting, an RIA firm located in Addison, Texas. Stratford Consulting provides comprehensive financial planning and investment management for clients with approximately $618 million in Assets Under Management.

Find details here.

Cerity Partners

Cerity Partners adds $1 billion AUM Sullivan & Serwitz in California. National registered investment advisor Cerity Partners announced that it has merged with Los Altos, Calif.-based wealth management firm Sullivan & Serwitz. With the merger, Cerity Partners now manages about $26 billion in assets.

Find details here.

WealthTech Weekly July 6, 2020

WealthTech Weekly July 6, 2020

Empower Retirement acquires Personal Capital. FIS is teaming up with FICO. The CFP Board Center for Financial Planning partners with Facet Wealth. Orion Advisor Solutions and Brinker Capital create a…

WealthTech Weekly June 29, 2020

WealthTech Weekly June 29, 2020

Envestnet partners with Dynasty Financial Partners. Orion partners with State Street Global Advisors. Smartleaf partners with Melius Investments. Cary Street Partners acquired Waypoint Advisors. Advisor Group rolls out its new eQuipt Dashboard. Ellevest is…

WealthTech Weekly June 22, 2020

WealthTech Weekly June 22, 2020

LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial Group. TD Ameritrade Institutional launches a new RIAConnent tool. Broadridge launches AI-powered platform. Intuit QuickBooks' new ML-powered tool…

WealthTech Weekly June 15, 2020

WealthTech Weekly June 15, 2020

M1 Finance raised $33 million. DriveWealth partners with Winvesta Ltd. AdvisorPeak partners with FinMason. Act Analytics integrates with SS&C Advent’s Black Diamond® Wealth Platform. GeoWealth adds PIMCO fixed income model portfolios to…

WealthTech Weekly June 8, 2020

WealthTech Weekly June 8, 2020

Northern Trust partnered BlackRock. InvestorCOM announced a deal with Morningstar Inc. RIA in a Box, Morningstar, Redtail Technology (Redtail), and Riskalyze help new RIAs. Charles Schwab gets DOJ approval to buy…

WealthTech Weekly June 1, 2020

WealthTech Weekly June 1, 2020

Regal Holdings selected InvestorCOM's Reg BI compliance platform. LPL Financial purchases the assets of E.K. Riley. Envestnet builds AI-driven app. Vestwell launches a new retirement plan solution. FinMason was selected by RiskPro. Charles Schwab acquires…

WealthTech Weekly May 25, 2020

WealthTech Weekly May 25, 2020

Smarsh is to acquire Entreda. SS&C Technologies has acquired Innovest Systems. AdvicePay has an agreement with LPL Financial. EquityZen partners with Addepar. DriveWealth has an agreement with Access Softek. Raymond James, Scopus Financial Group,…

WealthTech Weekly May 18, 2020

WealthTech Weekly May 18, 2020

Xtiva raises $10 million. iCapital Network acquired Artivest. Goldman Sachs plans to buy Folio Financial. FIDx partners with RetireOne. Smartleaf is partnering with IDX Insights. Twenty Over Ten integrates with…