- AdvicePay is to launch a new management and administration capability to enable enterprises to centrally manage groupings of advisors.
- Entreda has joined the Preferred Pricing Program of Finra.
- Franklin Resources announced that it has acquired AdvisorEngine.
- Twenty Over Ten announced the launch of the Lead Pilot ambassador program.
- Winston Wealth Advisors is joining LPL from Securities America.
- Vestmark, Inc. was included in FinTech Global’s second annual WealthTech100 listing.
- LifeYield announced new enhancements to its platform to optimize and visualize retirement income streams from multiple accounts.
AdvicePay
AdvicePay ,a fee-payment-processing platform designed exclusively for financial advisors, announced the launch of a new management and administration capability, Offices, to enable enterprises to centrally manage groupings of advisors by providing more flexibility and customizable administrative tools.
Entreda
Entreda, a developer of integrated cybersecurity software and solutions for the retail wealth management industry, announced that it has joined the Preferred Pricing Program of the Financial Industry Regulatory Authority (FINRA). Through the program, FINRA member firms and financial advisors can become new Entreda clients, accessing its Unify Cybersecurity Compliance Platform as well as additional services that can enhance the protection of digital data and safeguard against costly damages.
AdvisorEngine
Franklin Resources, a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine, a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets.
Twenty Over Ten
Twenty Over Ten, a SaaS company, announced the launch of the Lead Pilot ambassador program. The program was launched to better support and incentivize marketing agencies, consultants, and others who work directly with financial advisors and insurance professionals on marketing and lead generation.
LPL Financial
Winston Wealth Advisors is joining LPL from Securities America, just days after LPL acquired JFC Financial Services, Securities America’s largest office of supervisory jurisdiction with more than $3 billion in managed assets.