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, 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.

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.

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