Big moves
Addepar has been quite prolific recently: almost every month, there’s either an addition to the tools suit, new integration, or a new office opening announcement. This week, the company introduced a new test and development environment, Sandbox. This feature will enable Addepar to refine its offerings further and deliver even more sophisticated solutions for B2B wealth management and financial service providers.
Other company updates include the integration with estate planning solution provider Vanilla.
Read more here.
Flourish, which provides access to premium financial products for RIAs, revealed a new integration with Redtail Technology. The addition will enhance the Flourish platform's capabilities and help it better serve its users. This integration will enable wealth management professionals to seamlessly access and utilize Redtail's powerful tools and features, enhancing their ability to efficiently serve clients and manage their portfolios.
Read more here.
FCA orders the closure of WealthTek, a wealth management firm, and appoints joint special administrators to handle the process. This regulatory action aims to protect the interests of WealthTek's clients and ensure compliance with industry regulations.
Read more here.
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Open Advice, a promising Wealthtech startup, secures investment from Symvan Capital to fuel its growth and expansion plans. This funding will enable Open Advice to develop its innovative solutions for financial advisors further and enhance its B2B offerings in the wealth management industry.
Read more here.
Hudson Structured, a leading investment firm, makes a strategic investment in a physicians' Wealthtech startup Earned to secure a partner in growth and development. Hudson Structured plans to invest its expertise and resources to optimize Earned to expand its innovative solutions for healthcare professionals in the wealth management space.
Bird’s eye view
How much hands-on wealth advice is too much? If the manual work can be fixed with automation without sacrificing the quality, advisors must go for it— that’s the key to efficient and effective personalization. Technology can be your competitive advantage, the way to true customization, and many other things, posits April Rudin, founder and CFA Institute Enterprising Investor, in her new Forbes article.
Read more here.
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