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EP Wealth Advisors acquired International Research & Asset Management. Grab Financial Group acquired Bento to offer retail wealth management solutions to users. OneDigital acquires Resources Investment Advisors. Riskalyze is rolling out its risk metrics to professionals at Farm Bureau Financial Services. WisdomTree Investments plans to offload its stake in AdvisorEngine. Marie Chandoha, former CEO of Charles Schwab Investment Management, joined Zoe Financial’s Advisory Committee. Charles Schwab catches up to Wealthfront and Personal Capital.

EP Wealth Advisors

EP Wealth Advisors, an independent registered investment adviser that specialises in client-centric financial planning and investment management services, has acquired International Research & Asset Management (International Research). The acquisition establishes EP Wealth’s presence in Texas and enhances its investment management and strategic wealth planning expertise.

Find details here.

Grab Financial Group

Grab has announced that is has acquired Bento, a Singapore-based robo-advisory start-up, that will allow Grab to offer retail wealth management solutions to users, driver-partners and merchant-partners, via the Grab app. Grab Financial Group currently offers financial services across Southeast Asia in payments (GrabPay), rewards (GrabRewards), lending (GrabFinance), and insurance (GrabInsure) to micro-entrepreneurs, small business owners, driver-partners and users across Southeast Asia.

With the acquisition, Bento will be rebranded as GrabInvest with products launched on the Grab app in the first half of the year in Singapore. GrabInvest will be a new core business vertical under Grab’s financial services arm, Grab Financial Group, led by Chandrima Das, Founder and CEO, Bento.

Find details here.

AdvisorEngine

New York-based ETF provider WisdomTree Investments has unveiled plans to offload its $58m stake in wealth management technology platform AdvisorEngine. Notably, last month, WisdomTree made a strategic investment in Securrency, a blockchain-based financial and regulatory technology developer.

Find details here.

Zoe Financial

Zoe Financial, Inc., a technology-driven marketplace that empowers individual investors to make better financial decisions, announced Marie Chandoha, former CEO of Charles Schwab Investment Management, has joined their Advisory Committee

Find details here.

Charles Schwab

Charles Schwab’s improved digital financial planning tools place the firm’s user experience “on par” with leading independent automated advice platforms or so-called robo advisors Wealthfront and Personal Capital, according to “The Robo Report,” released by Backend Benchmarking.

Find details here.

OneDigital

OneDigital, an employee benefits broker for small to midsize employers, announced plans to acquire Resources Investment Advisors, an Overland Park, Kan.-based registered investment advisory and super office of supervisory jurisdiction with Triad Advisors. The firm manages $45 billion and works primarily with employer-sponsored retirement plans.

Find details here.

Riskalyze

Financial professionals at Farm Bureau Financial Services will have access to Riskalyze’s risk assessment features in May, as the wealthtech company continues to use regulators’ “best interest” standard to sign firms up for its service. The deal will give approximately 1,000 more individuals at the financial services firm, which offers life insurance, annuities and investment products, access to Riskalyze, according to an announcement.

Find details here.

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 3, 2020

WealthTech Weekly February 3, 2020

Goldman Sachs is rebranding United Capital. Bluespring acquires Florida RIA. Mercer Advisors buys First Ohio Planning. Fidelity now offers fractional shares trading. Riskalyze announces “Regulation Best Interest” solution. Orion leverages financial planning acquisition. GeoWealth…

WealthTech Weekly January 27, 2020

WealthTech Weekly January 27, 2020

Act Analytics launches new ESG portfolio analytics platform for RIAs. ETHIC, a Wealth Bank, Launches in Boston. Totum Risk integrates and partners with AdvisorPeak. Fiduciary Trust acquires Pennsylvania Trust. Creative Planning acquires Stratford Consulting. Wickham…

WealthTech Weekly January 20, 2020

WealthTech Weekly January 20, 2020

Visa buys Plaid. Truelytics partners SkyView Partners. Envestnet partners Dynasty Financial Partners. Independent Financial Partners partners a Galileo Money+. Flourish partners Buckingham Strategic Wealth. Apex Clearing integrated with Singapore-based Bambu.…

WealthTech Weekly January 13, 2020

WealthTech Weekly January 13, 2020

Asset-Map integrates with Black Diamond. LPL makes MoneyGuide available in ClientWorks. Goldman Sachs creates consumer & wealth management arm. UBS cuts up to 500 jobs. BBVA Wealth Solutions names its new Chief…

WealthTech Weekly January 6, 2020

WealthTech Weekly January 6, 2020

Hearsay Systems has added an automated compliance supervision component to its Relate platform. SigFig's director of quality assurance has left the robo-advice provider. Personal Capital hit a milestone of $12 billion in…

WealthTech Weekly December 23, 2019

WealthTech Weekly December 23, 2019

Moody’s Analytics is named the Data Provider of the Year. FinancialForce was named a Leader in G2’s latest reports for Professional Services Automation. MacKay will use Artivest's open-architecture digital platform. Totum Risk™…

WealthTech Weekly December 16, 2019

WealthTech Weekly December 16, 2019

James A. Combs Jr. is appointed to the Chalice Advisory Board. d1g1t will provide BBR's clients with its analytics, reporting and performance management software solution. Envestnet Yodlee will improve the visibility…