InvestorCOM
Tito Pombra from Adviser Compliance Consulting will join InvestorCOM’ s David Reeve and Parham Nasseri in discussing what “Good Faith” actually means with the Reg BI compliance deadline looming. Webinar dates are May 5 at 11 am ET and May 7 at 1 pm ET.

Docupace Technologies
Docupace, a provider of cloud-based digital operations software for wealth management firms, announced it has secured a significant growth equity investment from FTV Capital, a sector-focused growth equity investment firm.

LPL Financial
LPL Financial announced plans to acquire Lucia Securities, a small San Diego-based broker/dealer and registered investment advisory firm founded by CEO Raymond Lucia Jr. The deal, expected to close in the second half of this year, adds about 20 advisors and $1.5 billion in client assets to the independent b/d’s platform.

eMoney
eMoney teams up with Allianz Life. The financial planning software developer is forming a strategic partnership with the annuities and life insurance firm.

BlackRock
BlackRock, an investment management firm based in New York, recently launched its Global Impact Fund with $20 million in assets. The goal of the fund is to generate returns through long-term capital growth as well as income.

LendingTree
LendingTree, Inc., operator of LendingTree.com, an online financial services marketplace, has announced a strategic investment in Stash, one of the fastest-growing banking and investing services in the U.S.

SoFi
SoFi announced it has helped funnel over $75 million in loan applications to lenders for the Paycheck Protection Program (PPP) established by the CARES Act, through its extensive network of lenders and through Lantern, the product comparison site operated by SoFi. Launched just 4 days after the CARES Act was passed, Lantern’s PPP offering has seen 42% of applicants match with its network of lenders, of which 24% got approved by the SBA for PPP loans.

Twenty Over Ten
Twenty Over Ten was named to the WealthTech 100 list, an annual list of 100 of the world’s most innovative WealthTech companies. Finalists were recognized for their innovative use of technology to solve a significant industry problem, generate cost savings, or improve efficiency across the investment value chain.

Vasyl Soloshchuk is CEO and co-owner at INSART, a FinTech engineering company. Vasyl is also the author of WealthTech Club, which conducts research into fortune and startup roboadvisor and wealth management companies in terms of the technology ecosystem.