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WealthTech Weekly: September 30, 2022

Welcome to the news highlights of this week.

- Barclays reportedly puts an eye on the £12m Tech Nation contract

- The SEC $35 million data protection penalty goes to Morgan Stanley

- Tactive gets ready to launch a platform for active investment

- Orion’s Board of Directors receives a new addition

- GeoWealth upgrades its platform and services for advisors

- FutureVault wins five stars from Wealth Professional Canada

Let’s round that out.

Big names, new names

Tech Nation’s government grant might go to Barclays. That gets tech innovators worried about a potential holdup in the sector.

Read more here.


The Securities and Exchange Commission (SEC) fined Morgan Stanley Smith Barney with $35m for allegedly failing to dispose of customers’ sensitive information properly. Poor customer data protection might result in catastrophic consequences for investors. 

Read more here.


New Wealthtech platform is on the horizon: Tactive prepares to present a solution for automated active investing. A year into the business, this RIA is set to throw in what it describes as a truly modern offering.

Read more here.


Wealthtech veteran Charles Goldman joins Orion Advisor Solutions’ Board of Directors. His track record includes AssetMark, Fidelity, Schwab Institutional, and other prominent financial companies.

Read more here.

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GeoWealth doubles the number of models marketplace. Also, the wealth management company adds portfolio construction and maintenance outsourcing option for investment consultants. 

Read more here.


FutureVault gets a badge from Wealth Professional Canada as a five-star Wealthtech provider. A couple of days earlier, this leading Digital Vault solution provider announced the completion of a consecutive SOC 2 Type II Examination with Ernst & Young.

Read more here.


Bigger picture

The industry gets a list of the top 30 Canadian Wealthtech providers of 2022. 

Read more here.

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Svietoslava Myloradovych avatar
Svietoslava Myloradovych
Content fairy. Verbing around the brightest moments in Fintech for INSART.
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