Riskalyze
Riskalyze announced the appointment of Redtail Technology CEO Brian McLaughlin to its board of directors, effective immediately. McLaughlin co-founded Redtail, a provider of cloud-based customer relationship management software serving 40,000 financial advisory firms and more than 120,000 users across the country. He has served in the dual role of CEO and chief technology officer since Redtail’s founding in 2003.

DriveWealth
DriveWealth, a U.S.-based provider in global digital trading technology, retained BackBay Communications, an integrated financial-services public relations, content development, and digital marketing agency, as agency of record.

AdvicePay
Fee-payment processing platform AdvicePay has teamed with Envestnet | MoneyGuide, the financial planning software, to help financial advisors collect B2B payments faster. Advisors using MoneyGuide will now have access to AdvicePay.

Advisor360
WealthTech software company Advisor360 announced four new hires: Meredith Crouse as senior vice president, chief people officer, Doug Wood as senior vice president, customer success and operations, Gilad Sade as vice president, engineering development and John Considine as vice president, solutions architect.

 

Harvest
Radius Bank, a digital bank, announced its deployment of Goalkeeper, an automated goals-based savings solution integrated within Radius Bank’s online and mobile banking channels. Goalkeeper is launched in partnership with fintech solution provider Harvest Savings & Wealth Technologies. Goalkeeper allows clients to set and automatically fund any financial goal, helping customers take control of their financial health while becoming better savers.

Ellevest
Ellevest, a privately held digital investment advisory for women, has shifted its focus to promote racial justice and address economic inequities that leave black and brown women particularly vulnerable.

Skience
Insigneo, an independent broker-dealer and RIA announced that the company has entered into a contractual partnership with technology provider Skience, to build a platform that combines advanced end-client connectivity with a customized workstation designed for advisors with global practices.

LPL Financial
LPL Financial has added an Austin, Texas–based father-son practice, specializing in financial planning for teachers and college educators, to its broker/dealer and corporate RIA platforms. Matt Meyers Sr. and Matthew Meyers Jr. of Crossroads Financial Services managed about $300 billion in client assets at Voya Financial Advisors.

Creative Planning
Overland Park, Kan.-based Creative Planning, a registered investment advisor with about $49 billion in client assets, has announced yet another acquisition, striking a deal with Thun Financial Advisors, a Madison, Wis.-based RIA with about $600 million in client assets, which serves U.S. citizens living overseas.

Vasyl Soloshchuk is CEO and co-owner at INSART, a FinTech engineering company. Soloshchuck 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.