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WealthTech Weekly: September 9, 2022

Welcome to the news highlights of this week.

Merrill Lynch veterans choose LPL, Mariner Wealth Advisors to start a collaboration with CAIS, Orion will operate differently, Abbove enters a new partnership, UBS pulls out of a deal with Wealthfront, and dezerv scoops billions in series A. Let’s add more details.

Big names, new names

A team of seasoned Merrill Lynch advisors has joined LPL’s Linsco. Looking for their perfect advisor model, they found at LPL a place where “to build a business of value on their own terms.”

Read more here.


The U.S. Mariner Wealth Advisors, serving independent financial advisors, has tapped alternative investment platform CAIS to match its fast-expanding advisor network.

Read more here.


Orion Advisor Solutions unveiled its new strategic operating model this Tuesday. From now on, it will focus more on empowering advisors’ business development and looking for new ways to grow.

Read more here.

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Belgian Wealthtech Abbove, an aspiring player in the wealth management industry, has disclosed its partnership with Puilaetco, Quintet Group’s branch in Belgium. The two team up to further expand in Europe and bring its digital wealth planning offering. What’s curious about Abbove’s suit is the ability for the client to model the future state of their wealth in all its dynamics.

Read more here.


Swiss banking heavyweight UBS and Wealthfront have mutually ended their $1.4bn acquisition deal. However, that might not be the end of the collaboration.

Read more here.


Indian wealth management platform dezerv has netted $21m in Series A, getting the lion’s share of 60% from the U.S. Accel.

Read more here.

CEO’s opinion

Learn how going from heavyweight to lightweight redefines success for advisory firms in the Financial Planning podcast with Pepper Anderson, president and CEO of Chilton Trust.

Learn more here.

Up for reading materials on Wealthtech that are not news? Check out more articles below.

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