Providence Group has adopted Financial Risk Solutions' (FRS) wealth management technology to power its ProviTrade platform and Providence Life Limited life assurance products. 

FusionIQ, an investment research and technology provider, has partnered with Ultimus Fund Solutions to deliver a digital advisory and self-directed user experience for nearly 200 investment management firms on the Ultimus investment platform. 

Advisor Group, a US network of independent wealth management firms, has appointed Larry Fisher, a seasoned human resources leader with nearly three decades of experience across various industries, as Chief Human Resources Officer (CHRO) and Scott Seiffert, a 25-year financial services industry veteran who has held executive-level accounting, finance and audit roles at several prominent companies, as Chief Accounting Officer (CAO), effective immediately.

additiv has launched Wealth Solution Builder, a new offering enabling banks and other financial institutions (FIs) to create 'unique functionality and client journeys at unseen speed.' 

Defaqto, an independent financial information and technology business, has launched its new Income Drawdown workflow within its financial planning software, Defaqto Engage.

Mercer Global Advisors has acquired Pinnacle Wealth Solutions (Pinnacle), a wealth management firm located in Midlothian, Virginia. 

Multrees Investor Services has been selected by Wills & Trusts Wealth Management Group in a new strategic partnership providing a fully white labelled bespoke custody and platform solution for clients and advisers.

Clients are increasingly turning to their financial advisers for information on market volatility and retirement planning as a result of the Covid-19 pandemic, according to new research from Standard Life.

Wealth Enhancement Group, an independent wealth management firm, has acquired Reby Advisors, an independent registered investment adviser (RIA) with approximately USD727 million in client assets. 

Citi has created a single wealth management organisation, Citi Global Wealth, unifying wealth management teams in Global Consumer Banking (GCB) and the Institutional Clients Group (ICG).