Radius Bank in partnership with Harvest Savings & Wealth Technologies deploy Goalkeeper, an automated goals-based savings solution. AdvicePay partnered with Envestnet | MoneyGuide to help financial advisors collect B2B payments faster. Insigneo partners with Skience to build a state-of-the-art platform. DriveWealth retained BackBay Communications as agency of record. Creative Planning announced an acquisition of Thun Financial Advisors. Riskalyze appointed Brian McLaughlin CEO of Redtail Technology to its Board of Directors. Advisor360° announced four new hires. Ellevest shifted its focus to promote racial justice and address economic inequities that leave Black and Brown women particularly vulnerable. LPL Financial added financial planning for teachers and college educators to its broker/dealer and corporate RIA platforms.
Riskalyze announced the appointment of Redtail Technology CEO Brian McLaughlin to its Board of Directors, effective immediately. McLaughlin co-founded Redtail, the industry’s leading provider of cloud-based customer relationship management software, serving 40,000 financial advisory firms and more than 120,000 users across the country. He has served in the dual role of CEO and chief technology officer since Redtail’s founding in 2003.
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DriveWealth, a U.S.-based leader in global digital trading technology, retained BackBay Communications, a leading integrated financial-services public relations, content development, and digital marketing agency, as agency of record.
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Fee-payment processing platform AdvicePay has teamed with Envestnet | MoneyGuide, the financial planning software, to help financial advisors collect B2B payments faster. Advisors using MoneyGuide will now have access to AdvicePay, which the release says will allow a more comprehensive, complex platform, including tools such as fee-for-service billing arrangements like subscription models, retainers and one-time fees.
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WealthTech software company Advisor360° announced four new hires: Meredith Crouse as Senior Vice President, Chief People Officer, Doug Wood as Senior Vice President, Customer Success and Operations, Gilad Sade as Vice President, Engineering Development and John Considine as Vice President, Solutions Architect.
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Radius Bank, a forward-thinking digital bank, announced its deployment of Goalkeeper, an automated goals-based savings solution integrated within Radius Bank’s online and mobile banking channels. Goalkeeper is launched in partnership with leading fintech solution provider Harvest Savings & Wealth Technologies. Goalkeeper allows clients to set and automatically fund any financial goal, helping customers take control of their financial health while becoming better savers.
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Ellevest, a privately held digital investment advisory for women, has shifted its focus to promote racial justice and address economic inequities that leave Black and Brown women particularly vulnerable.
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Insigneo, a leading independent broker-dealer and RIA announced that the company has entered into a contractual partnership with technology provider Skience, to build a state-of-the-art platform that combines advanced end-client connectivity with a customised workstation designed for advisors with global practices.
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LPL Financial has added an Austin, Texas–based father-son practice, specializing in financial planning for teachers and college educators, to its broker/dealer and corporate RIA platforms. Matt Meyers Sr. and Matthew Meyers Jr. of Crossroads Financial Services managed about $300 billion in client assets at Voya Financial Advisors.
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Overland Park, Kan.-based Creative Planning, a registered investment advisor with about $49 billion in client assets, has announced yet another acquisition, striking a deal with Thun Financial Advisors, a Madison, Wis.-based RIA with about $600 million in client assets, which serves U.S. citizens living overseas.
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