FINANCIAL PLANNING

1. LPL acquires trading and rebalancing fintech for at least $12M

By Tobias Salinger 2 min read

The nation’s largest IBD made its first tech deal this year for a firm that has $120 billion in assets on its platform. Read More →

FINANCIAL PLANNING

2. UBS upgrades data and analytics platform for advisors

By Ryan W. Neal 2 min read

Refinitv’s Workspace will power the wirehouse’s investment research and risk assessment capabilities. Read More →

FINANCIAL PLANNING

3. Coronavirus-fueled digital breakthroughs for 2021

By Will Bailey 3 min read

Necessity, and a connection to holistic advice, has been the mother of new revenue streams, new clients and new offerings. Read More →

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FINANCIAL PLANNING

4. FINRA: Zoom arbitration hearings could be here to stay

By Jessica Mathews 3 min read

Although in-person hearings aren’t banned outright, none have taken place since the onset of the coronavirus pandemic. Read More →

Raising Capital

DriveWealth scores $57M in new funding as use of digital investing apps soars

By Ryan W. Neal 2 min read

The firm will use its warchest to expand its technology stack and make acquisitions. Read More →

INVEST 2020 | A digital experience | November 17-19

Master the next evolution of digital wealth

2020 is a critical year for the wealth management industry — from accelerating the race to digital to understanding customer perceptions about Wealthtech. That’s why Financial Planning’s INVEST 2020 will bring together the community’s top minds to showcase strategies and solutions driving the industry forward. From November 17th through the 19th, INVEST will be a world-class digital experience, with all the peer-to-peer networking, roundtable discussions and interactive demos the industry has come to expect. Learn More →

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