LPL Financial
A Birmingham, Ala.-based team with about $375 million in brokerage, advisory and retirement plan assets is joining LPL Financial, which marks another recruitment for the nation’s largest independent broker/dealer in the midst of the spread of COVID-19.

Docupace Technologies
Docupace, a provider in cloud-based fintech digital operations software for the wealth management industry, is announcing the availability of a suite of Digital Adoption Bundles that lower the cost of and barriers to digitizing operations.

AdvisorPeak announced Operation Rebalance, a platform experience designed to provide investment advisors full use of AdvisorPeak’s trading and rebalancing platform free of charge through the end of the second quarter of 2020.

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.

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