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
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