InvestCloud acquires NaviPlan parent in debt assumption deal, sources say

Arizent.com The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118.

Unsubscribe View in browser 1. InvestCloud acquires NaviPlan parent in debt assumption deal, sources say By Ryan W. Neal 4 min read The purchase of Advicent comes just three months after a recapitalization merged the acquirer with Tegra118. Read More → 2. Millennials, mass market households invest more with traditional broker-dealers than online platforms By Ryan W. Neal 2 min read Most young and mass market clients still turn to traditional firms, but a shift toward app-based accounts is under way, according to Broadridge data. Read More → 3. Wealthfront launches custom portfolios, explores offering cryptocurrencies and individual stocks By Ryan W. Neal 3 min read It’s a significant pivot for the robo advisor, which has historically advocated passive, ETF-driven investing. Read More → SPONSOR CONTENT Digitizing your wealth advice and services to increase client engagement post-COVID We'll explore how to use data aggregation and insights to successfully engage clients. Register now! → Register now! 4. Betterment staying away from crypto despite mainstream attention 1 min read Even as Bitcoin and other digital currencies increasingly gain acceptance across Wall Street, the robo advisor is still doing its research. Read More → Best Fintechs to Work For Facet Wealth rethinks office space as it doubles employee count By Jessica Mathews 4 min read Half of Facet Wealth’s employees haven’t met face-to-face. Here is how the fintech is working to strengthen community. Read More →

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