- E*TRADE stockholders voted to adopt the merger agreement with Morgan Stanley.
- Chalice Network was named one of the Trustworthy Companies of the year 2020.
- FP Alpha announced a new client data integration with Redtail Technology.
- LPL attracts Cornerstone Financial Planning from Advisor Group.
- Snappy Kraken is to reveal the results of a comprehensive analysis of investment adviser marketing trends during the first half of 2020.
- Xignite partnered with SIX to offer real-time data from SIX’s catalogue.
- BNY Mellon Pershing hired Emily Schlosser from Goldman Sachs as a COO.
- Marstone Inc. will integrate its platform with Apex Clearing to double its workforce over the next years.
E*TRADE
E*TRADE Financial Corporation announced that its stockholders have voted to adopt the merger agreement with Morgan Stanley. In its special meeting of stockholders more than 99% of votes were cast in favor of the proposal, based on the preliminary count of proxies returned prior to its special meeting of stockholders. The final voting results will be publicly filed with the Securities and Exchange Commission on a Form 8-K within four business days.
Chalice Financial Network
CEO Views identified Chalice Network, a technology solution provider, as one of the Trustworthy Companies of the year 2020. The list highlights some of the industry’s most trusted organizations offering the best in class services in the technology landscape.
Redtail Technology
FP Alpha, an AI-driven wealth management solution for financial advisors, announced a new client data integration with Redtail Technology, a provider of client relationship management solutions for the financial advice industry. This new capability eliminates the manual steps advisors previously used when uploading their client’s contact information into the FP Alpha tool and turns their Redtail client data into actionable financial planning recommendations.