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Schwab Advisor Services upgrade aims to simplify onboarding multiple clients

Plus, CFOs are feeling the pressure to automate and iCapital goes international.

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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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How Docupace stripped the stress out of advisor client transitions more than a half million times

Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team

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House committee says GameStop and other meme stocks exposed bad financial services business practices

Plus, Bank of America investing in an alternative investment platform, and Wealthramp helping advisors with fee calculations.

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Envestnet president stepping down as company restructures to streamline business

Plus, a new partnership for Pontera and expanded API offerings from Riskalyze.

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