• Envestnet and Dynasty Financial Partners are partnering.
  • Advisor Group rolls out its new eQuipt Dashboard for financial professionals.
  • Orion partners with State Street Global Advisors.
  • Snappy Kraken was selected as finalists for the WealthManagement.com 2020 Industry Awards, in three Technology Provider categories.
  • Sezzle is to become a Public Benefit Corporation
  • Smartleaf offers Melius Investments strategies via its platform.
  • Cary Street Partners acquired Waypoint Advisors.
  • Ellevest is expanding into banking.


Dynasty Financial Partners
Envestnet and Dynasty Financial Partners are partnering to offer “equity-like” and debt financing to RIAs outside of the Dynasty Network. As part of the rollout of Envestnet’s Advisor Services Exchange (ASx), Dynasty is opening its financing options to RIAs outside of its network for the first time.

Advisor Group
Advisor Group, the network of independent wealth management firms, announced the rollout of its new eQuipt Dashboard for financial professionals to facilitate compliance with the SEC’s new RegBI by incorporating streamlined options for managing electronic delivery of required disclosures, key account documents, etc.

Orion Advisor Solutions
Orion Advisor Solutions, a provider of financial advisor technology and investment solutions, announces a new offering with State Street Global Advisors (State Street), and the availability of a suite of low-cost model portfolios.  The firm has also announced the creation of two market-relevant, thematic stock and direct indexing strategies, U.S. Biotechnology and U.S. Metals and Mining, designed and managed through Orion’s SMA portfolio optimization tool, ASTRO.

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