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CAPTRUST Financial Advisors has acquired Welch Hornsby with $1.75 billion in AUM. AdvisorTouch integrated its custom workflow templates and system into Wealthbox CRM. Sanctuary Wealth partners with Conversant Wealth Management. All Seasons Wealth acquired personal finance practices owned and operated by Shelby McGinley in Hagerstown, Md., and Liza Campa-Flanagan in Belleair Bluffs. TradePMR rolls out refined trading tools on top-ranked custodial platform Fusion. BlackRock aims to become the risk and valuation backbone of the asset management and banking industries. HiddenLevers drops fees for new users. Pascal Financial announced the appointment of Howard Atkinson as Chief Strategic Advisor.

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors announced the addition of Montgomery, AL-based Welch Hornsby, Inc. Founded in 1988, Welch Hornsby offers investment advisory services focused on the needs of high-net-worth individuals and families, endowments, foundations, corporate and municipal retirement plans, and other institutional clients. The firm has clients in more than 15 states.

Find details here.

Wealthbox

AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM. The integration will enable wealth management firms to work more efficiently and profitably, devote more time to client relationships and grow their businesses.

Find details here.

TradePMR

TradePMR a technology and custodial services provider that works exclusively with Registered Investment Advisors, has announced multiple trading updates to its top-ranked custodial platform, Fusion. Enhancements include sleeve trading capabilities for model strategies and portfolio options hedging for advisors looking to generate more yield through options strategies. The firm has also integrated with Flyer Trading Network, Flyer’s advanced, multi-asset network, to streamline trading.

Find details here.

BlackRock

With markets teetering across the globe, firms are turning more to software providers to help mitigate the damage. BlackRock’s proprietary software has become – perhaps – indispensible to many. Asset, Liability, Debt and Derivative Investment Network, or Aladdin, is the asset manager’s proprietary risk management system analysing over $18trn, or around six percent of global assets, according to Institutional Investor and Financial News. BlackRock’s empire is still expanding and stands to become the risk and valuation backbone of the asset management and banking industries.

Find details here.

Sanctuary Wealth

Sanctuary Wealth, home to the next generation of elite financial advisors, proudly welcomes Conversant Wealth Management, based in Danville, California to its growing network of advisory firms. Currently, the Sanctuary Wealth network covers 12 states and includes more than 33 partner firms with over $9.0 billion in assets under advisement.

Find details here.

All Seasons Wealth

All Seasons Wealth, a Tampa-based wealth management firm, has acquired personal finance practices owned and operated by Shelby McGinley in Hagerstown, Md., and closer to home, Liza Campa-Flanagan in Belleair Bluffs.

Find details here.

HiddenLevers

Risk analysis and scenario measurement tool HiddenLevers is announcing a free 30-day trial for new users, following a special “War Room” scenario analysis call on Thursday evening. On a day when the Dow Jones Industrial Average had its worst trading session since 1987, the HiddenLevers’ founders decided to make its tool available to the larger advisor community.

Find details here.

Pascal Financial

Pascal Financial, an emerging wealthtech leader launching the only fully integrated, AI-powered digital investment platform in Canada, has announced the appointment of investment industry leader Howard Atkinson as Chief Strategic Advisor.

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 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…

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…