As M&A continues to be all the rage in wealth management, fintech firms are closing plenty of deals of their own. On Tuesday, iCapital announced plans to acquire a $7 billion alternative feeder fund platform from UBS, continuing its longstanding relationship with the Swiss bank and marking the New York-based fintech's second big deal of the month. The multi-billion dollar UBS platform, known as "AlphaKeys Funds," includes private equity, hedge fund and real estate feeder funds. Speaking of acquisitions, I recently had the chance to catch up with Alison Dooher, the head of digital advisor solutions at Schwab Advisor Services, to talk about the pending TD Ameritrade union. During the conversation, Dooher talked about her excitement for what's next —, and the big ask her team has for advisors as they continue to prepare for the merger. Check out both stories and a whole lot more at Financial Planning. Anything else on your mind? Drop me a line at justin.mack@arizent.com. Have a great rest of the week! Regards, Justin | | Justin Mack Reporter, Financial Planning |
| |
|
|
| By Justin L. Mack 3 min read | After a longstanding relationship, the New York alternative investments firm buys a chunk of the Swiss bank. Read story → |
|
|
|
|
| | By Justin L. Mack 9 min read | The merger of a pair of industry powerhouses isn't set to complete until 2023. But the veteran Schwab exec gives a preview of what's on the way. Read story → |
|
|
| | By Justin L. Mack | Plus, Orion Partners with Apex and SigFig expands its executive leadership team Read story → |
|
|
| | By Justin L. Mack | While trying to solve a financial problem in his personal life, the MaxMyInterest CEO accidentally became a fintech founder Read story → |
|
|
|
| Delivering exceptional client management has never been easier. Hubly revolutionizes practice management for financial advisory firms by bringing efficient processes, client tracking, and team collaboration into a single visual workspace. Learn more → |
|
|
| | By Frank Gargano 2 min read | By taking the manual labor out of data management and upkeep, experts can reach new clients and better serve their existing ones. Read story → |
|
|
| Follow Financial Planning in real time. More ways to get the most trusted industry news and analysis. |
|
| | | | | | | | RESOURCES | | WEB SEMINAR | | Wednesday, September 7, 2022 12:00 PM EDT | The democratization of corporate governance, ESG initiatives and other insights from Broadridge CEO Tim Gokey. Learn More → | | WHITEPAPER | | | Scale growth & enhance client relationships. Find out more! Download Now → | SPONSOR CONTENT FROM Orion Advisor Tech | | WHITEPAPER | | Tuesday, August 16, 2022 11:00 AM EDT | Join Peter O'Neill, Director and Senior Fixed Income Portfolio Manager, at Bank of America, and Blake Lynch, Head of Business Development, IMTC, as they discuss the role of separately managed accounts in the muni market with The Bond Buyer's Lynne Funk. Download Now → | | WEB SEMINAR | | Wednesday, September 21, 2022 12:30 PM EDT | In an event led by two respected RIA thought leaders, FP recognizes a half dozen people whose talent and accomplishments have them poised to advance the planning profession. What are the key factors shaping the industry's future? Learn More → | More resources → |
|
|
|
|