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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 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…

WealthTech Weekly November 9, 2020

WealthTech Weekly November 9, 2020

Foreside Financial Group acquired 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…

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…