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First Trust Capital Partners acquires direct indexing firm Veriti Management: Wealthtech weekly

Plus, a new retirement tool from Income Lab and a fresh Envestnet deal.

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Retirement Industry People Moves

First Trust Capital Partners acquires direct indexing firm; New York Life appoints head of retail annuities; Security Benefit appoints chief operating officer; and more.

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First Trust Buys Direct Indexing Platform Veriti

Veriti, built for advisor workflows, hopes to benefit from First Trust's large and loyal advisor network.

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First Trust Capital Partners Agrees to Acquire Direct Indexing Firm Veriti Management

First Trust Capital Partners has agreed to purchase direct indexing asset management and financial technology company Veriti Management LLC.

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PatientBond and Zyter Collaborate to Enhance Care Plans and Patient Engagement through Personalization

/PRNewswire/ PatientBond, the leading consumer science-driven patient engagement SaaS provider, announced today a collaboration with Zyter, Inc., the.

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