• LPL advisors now have access to AdvicePay.
  • GeoWealth announced a strategic alliance with Foreside Financial Group.
  • TD Ameritrade Institutional launches a new matching tool to help advisors find talent.
  • Ruchir Swarup, former Managing Director at BlackRock, has joined Addepar as Chief Technology Officer. 
  • Broadridge launches AI-powered digital execution platform for corporate bonds.
  • Advisor360 names Richard Napolitano, former EMC/Dell executive, as CEO.
  • Intuit QuickBooks’ new ML-powered tool predicts SMB cashflow.


LPL Financial
LPL Financial announced that its advisors now have access to AdvicePay, a fee-payment-processing platform designed specifically for financial advisors. Advisors using the platform will be able to invoice clients directly for financial planning services, as well as accept online payments, to make it easier for advisors and their clients.

GeoWealth, a financial technology and asset management platform, announced a strategic alliance with Foreside Financial Group, a global provider of compliance technology solutions and product distribution services to the asset and wealth management industries. Through this partnership, financial advisors that are breaking away and becoming independent or are founding a registered investment advisory firm will have access to turnkey investment, technology, and compliance infrastructure to launch their businesses.

TD Ameritrade
TD Ameritrade Institutional has launched its own RIA matching service for mergers and acquisitions, succession planning and next generation talent. The new RIAConnent service enables virtual introductions between buying and selling firms. Its sister portal, RIAConnect NextGen provides a space for firms to screen graduates and career-changers looking for part-time or full-time work by location, years of work experience, professional designation and field of study.

Addepar announced that Ruchir Swarup has joined the company as chief technology officer. Swarup joins Addepar after serving for 19 years as managing director at BlackRock, the world’s largest asset manager, where he was responsible for strategy, design, and development of post trade capabilities of the firm’s flagship Aladdin platform, used globally by BlackRock and Aladdin clients. He was also a member of BlackRock’s global operating committee.

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