Welcome to the news highlights of this week.

What’s going on:

- iCapital got Endowus and Blue Owl Capital as partners

- Allfunds gets new head of UK business

- Mako inks a strategic partnership with PortfolioAid

- Orion gets a new exec of its Wealth Management line

- A shocking number of advice companies skip research on tech solutio...

Welcome to the news highlights of this week.

What’s going on:

- Advisor360° acquires Agreement Express

- Twenty7tec inks a deal with Meet Parker

- MoneyGuide’s Tony Leal seizes his current role at Envestnet

- Docupace shows an example of much-needed social responsibility

- Information needs protection, but Wealthtechs miss on a key a...

Welcome to the news highlights of this week.

What’s going on:

- Sanctuary Wealth picks Wealthbox’s enterprise CRM

- Titan Wealth purchases IFA firm Telford Mann Group

- Wealthy American couples will be able to give their heirs $26 million tax-free

- Canadians revealed their financial concerns for 2023

- Financial Advisor imagines how...