WealthTech Weekly July 26, 2021

Envestnet selected as investment manager for Sallus Retirement’s pooled employer plan. ServiceMax acquired LiquidFrameworks – operation management company to expand its field service management portfolio. Mariner Wealth Advisors will absorb Steve Lockshin’s registered investment advisory firm AdvicePeriod. Chalice Network™ Partners with the Financial Planning Association (FPA) to Bring Members Much Needed Access to a Robust Digital Marketplace. State Farm selects Intelliflo to give agents a new, easy-to-use digital wealth platform to expand financial advice services. Wells Fargo, Goldman Sachs and Morgan Stanley have joined a $70 million Series C funding round for workplace savings and investing platform Vestwell. Empower buys Prudential Retirement assets for $3.55B. insightsoftware acquires CALUMO.

Envestnet selected as investment manager for Sallus Retirement’s pooled employer plan. 

Find details here.

ServiceMax acquired LiquidFrameworks – operation management company to expand its field service management portfolio.

Find details here.

Mariner Wealth Advisors will absorb Steve Lockshin’s registered investment advisory firm AdvicePeriod. 

Find details here.

Chalice Network™ Partners with the Financial Planning Association (FPA) to Bring Members Much Needed Access to a Robust Digital Marketplace. 

Find details here.

State Farm selects Intelliflo to give agents a new, easy-to-use digital wealth platform to expand financial advice services.

Find details here.

Wells Fargo, Goldman Sachs and Morgan Stanley have joined a $70 million Series C funding round for workplace savings and investing platform Vestwell.

Find details here.

Empower buys Prudential Retirement assets for $3.55B. 

Find details here.

insightsoftware acquires CALUMO.

Find details here.

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