Modera Wealth Management (Modera) and Independence Advisors (IA) merged on 30 December, 2020. The firm now operates under the name of Modera Wealth Management, with combined regulatory assets under management of approximately USD4.4 billion, over 1,900 clients across 40 states, 81 employees, and an office presence in Massachusetts, New Jersey, Pennsylvania, Georgia, North Carolina, and Florida. 

WiseAlpha, a UK digital bond market platform, is now available through the personal finance app Money Dashboard. The new app integration marks the first time Fractional Bonds have been brought into any digital money managing app.

Wetherby Real Estate, which has been created to source and acquire luxury Serviced Accommodation in Prime Central London on behalf of global investors, has launched. 

Luma Financial Technologies (Luma), an US-based, independent, multi-issuer structured products platform, is launching into the European market with the opening of an office in Switzerland.

International family office Stonehage Fleming has appointed Andrew Clarke as Group Head of Business Development. 

Exchange Data International (EDI) has launched a US Dividend Reclassification service, which can be utilised to create 1099s for clients, as well as being a secondary source to validate the primary provider or as a tool for a client support team to research customer inquiries.

A new algorithm-led asset management business, SPI Capital, has launched to support investors to build residential property portfolios in the GBP1 million to GBP20 million bracket.

Proteus, a registered investment advisor, alternative investments and private funds platform, has added new model portfolios and pooled funds to its platform for RIAs, multi-family offices, independent broker-dealers and private banks. 

A new algorithm-led asset management business, SPI Capital, has launched to support investors to build residential property portfolios in the GBP1 million to GBP20 million bracket.

Mercer Global Advisors, a national Registered Investment Adviser (RIA), has acquired McGee Wealth Management (MWM), a wealth management firm located in Portland, Oregon.