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Focus Financial M&A head joins Savvy Wealth board of advisors

Plus, tru Independence launches a new wealthtech platform, findings from Nitrogen's inaugural advisor growth survey and Invesco comes to the Private Advisor Group platform.

Vamsi yadlapatiRitik malhotraMark goldbergHouse fund venturesNew york basedFocus financialFinancial planningDirect indexingIndex venturesThrive capitalHouse fundBrewer laneWealthtech weeklyWealth managementCareer advancement

Vamsi Yadlapati Joins Savvy Wealth s Board of Advisors

For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.

New yorkUnited statesWally okbyRitik malhotraVamsi yadlapatiAite novarica groupMorgan stanleyMerrill lynchHouse fundFocus financial partnersSavvy wealthIndex venturesThrive capitalBrewer lane ventures

Farther surpasses $675m AUM as digital RIAs gain traction

A new generation of RIAs, unhappy with the digital experience available from current fintech, are just building technology themselves.

Taylor matthewsRitik malhotraMitch hedbergMellon pershingMorgan stanleyMerrill lynchCharles schwabApex fintechStepstone private wealthJosh bookBessemer venture partnersMassmutual ventures

Investment Product & Service Launches

Nestimate announces in-plan retirement income analytics tool for advisers; Savvy Wealth launches direct indexing investment product; Broadridge, Paychex partner on small 401(k) retirement plan solution; and more.

New yorkUnited statesRitik malhotraKelby meyersJohn faustinoPaychex incBroadridge financial solutions incPlan retirement income softwareNestimate incVoya financial incNestimate launches in plan retirement incomeSocial securityWealth rolls out direct indexingSavvy wealthDirect indexingSavvy direct indexing

Digital RIA Savvy launches direct indexing

Instead of using an existing product on the market, digital RIA Savvy built a direct indexing software in-house.

United statesBrad webberRitik malhotraCerulli associatesHouse fundMorgan stanleyMerrill lynchUniversity of california

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