Vasyl Soloshchuk

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WealthTech Weeky 06/23/2020

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LPL Financial struck a deal to give its advisors access to AdvicePay's fee billing system.

WealthTech Weekly 06/16/2020

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GeoWealth adds PIMCO funds to its TAMP, while AdvisorPeak integrates with FinMason's analytics.

WealthTech Weekly 06/09/2020

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Envestnet partnered with AdvisorStream and Apprise Labs to build its AI-driven Envestnet Connect.

WealthTech Weekly 06/02/2020

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Smarsh is buying Entreda, while AdvicePay struck a deal to bill fees across LPL's platforms.

WealthTech Weekly 05/26/2020

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Goldman Sachs is buying Folio Investing for an undisclosed amount.

WealthTech Weekly 05/12/2020

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AdvicePay has launched a new capability allowing enterprises to manage groups of advisors.

WealthTech Weekly 05/05/2020

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eMoney and Allianz Life announced that they are forming a strategic partnership.

WealthTech Weekly 04/28/2020

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The latest version of NaviPlan includes new client reports to support client estate planning needs.

WealthTech Weekly 04/21/2020

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Robinhood is raising more than $200 million of new capital at an $8 billion valuation.

WealthTech Weekly 04/14/2020

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Envestnet announced a free offer of its MyBlocks financial planning tool.

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