WealthTech Weekly: September 30, 2022

Big names, new names

Tech Nation’s government grant might go to Barclays. That gets tech innovators worried about a potential holdup in the sector.

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The Securities and Exchange Commission (SEC) fined Morgan Stanley Smith Barney with $35m for allegedly failing to dispose of customers’ sensitive information properly. Poor customer data protection might result in catastrophic consequences for investors. 

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New Wealthtech platform is on the horizon: Tactive prepares to present a solution for automated active investing. A year into the business, this RIA is set to throw in what it describes as a truly modern offering.

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Wealthtech veteran Charles Goldman joins Orion Advisor Solutions’ Board of Directors. His track record includes AssetMark, Fidelity, Schwab Institutional, and other prominent financial companies.

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GeoWealth doubles the number of models marketplace. Also, the wealth management company adds portfolio construction and maintenance outsourcing option for investment consultants. 

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FutureVault gets a badge from Wealth Professional Canada as a five-star Wealthtech provider. A couple of days earlier, this leading Digital Vault solution provider announced the completion of a consecutive SOC 2 Type II Examination with Ernst & Young.

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Bigger picture

The industry gets a list of the top 30 Canadian Wealthtech providers of 2022. 

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INSART is a Fintech engineering partner who gets to the core and polishes every detail when developing solutions, integrating the best of traditions into innovations for Fintech growth.

• We assemble dedicated teams for Fintech projects and manage them long-term. 
• A thorough understanding of financial concepts helps our developers build best-in-class gear. 
• By fostering a culture of financial literacy across the company, we make our team grow professionally and improve their financial well-being. 

Fact: our expertise saves you at least 25% of the time compared to teams inexperienced in the Fintech industry. Contact Vasyl Soloshchuk or schedule a call with one of our tech experts to learn more. See you on the innovation side!