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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 March 30, 2020

WealthTech Weekly March 30, 2020

Demand Wealth received an investment from Niche Investment Partners. iCapital Network closed a $146 million financing round. Registrar Corp acquired Vinca. Envestnet partners with Compliance Solutions Strategies. Allianz Global Investors joined…

WealthTech Weekly March 23, 2020

WealthTech Weekly March 23, 2020

DriveWealth partners with Wealthface. United Planners has new general partners. Wealthface moves to the MENA region. Modern Capital is to acquire Western Equity Group. Addepar got an investment of $40 million. HiddenLevers…

WealthTech Weekly March 16, 2020

WealthTech Weekly March 16, 2020

CAPTRUST Financial Advisors has acquired Welch Hornsby. AdvisorTouch integrated into Wealthbox CRM. Sanctuary Wealth partners with Conversant Wealth Management. All Seasons Wealth acquired personal finance practices. TradePMR rolls out refined trading tools on…

WealthTech Weekly March 9, 2020

WealthTech Weekly March 9, 2020

AssetMark bought OBS Financial. Broadridge acquired FundsLibrary. Mariner Wealth Advisors will acquire the assets of Wealth Health. InvestCloud launches an InvestCloud White platform.

WealthTech Weekly March 2, 2020

WealthTech Weekly March 2, 2020

NFP Ventures invests in Wealth Technologies. Charles Schwab purchases Wasmer Schroeder. Morgan Stanley acquires E*Trade. RBC Wealth Management acquires Visionary Wealth Management. National Advisors Trust partnered with Dynasty Financial Partners. Key Private Bank selected the…

WealthTech Weekly February 24, 2020

WealthTech Weekly February 24, 2020

Motive Partners acquired a majority interest in the Investment Services business of Fiserv. Wealth Enhancement Group acquires JOYN Advisors. Savant Capital Management and Huber Financial Advisors finalized their merger. Franklin Resources agreed to buy…

WealthTech Weekly February 17, 2020

WealthTech Weekly February 17, 2020

Orion partners with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Grou. Synergy Wealth Alliance joined LPL Financial’s platforms. Frontier Wealth Management acquired Highwater Wealth Management. Orion updated the Connect…

WealthTech Weekly February 10, 2020

WealthTech Weekly February 10, 2020

EP Wealth Advisors acquired International Research & Asset Management. Grab Financial Group acquired Bento. OneDigital acquires Resources Investment Advisors. Professionals at Farm Bureau Financial Services will use Riskalyze's risk metrics. WisdomTree Investments plans…