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LPL advisors now have access to AdvicePay. GeoWealth announced a strategic alliance with Foreside Financial Group. TD Ameritrade Institutional launches a new matching tool to help advisors find more and diverse talent. Broadridge launches AI-powered digital execution platform for next-gen liquidity corporate bonds. Intuit QuickBooks’ new ML-powered tool predicts SMB cashflow. Ruchir Swarup, former Managing Director at BlackRock, has joined Addepar as Chief Technology Officer.  Advisor360° names Richard Napolitano, former EMC/Dell executive, as CEO.

LPL Financial

LPL Financial LLC, a leading retail investment advisory firm, RIA custodian and independent broker-dealer, announced that LPL advisors now have access to AdvicePay, a leading fee-payment-processing platform designed specifically for financial advisors. Advisors using the platform will be able to invoice clients directly for financial planning services, as well as accept online payments, to make it easier for advisors and their clients.

Find details here.

GeoWealth

GeoWealth, a financial technology and asset management platform (TAMP), announced a strategic alliance with Foreside Financial Group (“Foreside”), a global provider of compliance technology solutions and product distribution services to the asset and wealth management industries. Through this partnership, financial advisors that are either breaking away and becoming independent, or are founding a registered investment advisory firm (“RIA”), will have access to the full, turnkey investment, technology, and compliance infrastructure they need to successfully launch their businesses.

Find details here.

TD Ameritrade

TD Ameritrade Institutional has launched its own RIA matching service for mergers and acquisitions, succession planning and next generation talent. The new RIAConnent service enables virtual introductions between buying and selling firms. Its sister portal, RIAConnect NextGen provides a space for firms to screen graduates and career-changers looking for part-time or full-time work by location, years of work experience, professional designation and field of study.

Find details here.

Addepar

Addepar, a leading technology platform for wealth management, announced that Ruchir Swarup has joined the company as Chief Technology Officer. Swarup joins Addepar after serving for 19 years as Managing Director at BlackRock, the world’s largest asset manager, where he was responsible for strategy, design, and development of Post Trade capabilities of the firm’s flagship Aladdin platform, used globally by BlackRock and Aladdin clients. He was also a member of BlackRock’s Global Operating Committee.

Find details here.

Broadridge Financial Solutions

Global Fintech provider Broadridge Financial Solutions, Inc., announced that LTX, its new AI-driven corporate bonds trading platform, has executed its first trades. In the creation of LTX, Broadridge partnered with Jim Toffey, founder of Tradeweb Markets. The platform combines artificial intelligence (AI) with a new digital execution protocol that allows broker-dealers to improve market liquidity, efficiency and execution for their buy-side customers.

Find details here.

 Advisor360°

WealthTech software company Advisor360° announced it has named technology industry veteran Richard Napolitano as CEO to scale the company and bring the Advisor360° solution to financial advisors and enterprises across the wealth management industry.

Find details here.

Intuit QuickBooks

Intuit QuickBooks has rolled out a machine learning-based cashflow prediction tool to assist thousands of small and medium businesses with getting back on the road to recovery. The solution – called the Cash Flow planner – is the first of its kind in the industry Intuit Quickbooks states. It also comes at a time when cashflow prediction is needed more than ever before after the COVID-19 shutdowns.

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…