

Discover more from Fintech Blueprint 🤖🏦🧭
Digital Wealth: TD adds $75B of US deposits with $13B acquisition of First Horizon
TD Bank has agreed to buy US regional rival First Horizon for $13.4B, a move that will turn the Toronto-headquartered bank into the sixth-largest lender in America.
Dear readers — thanks always for your time and attention! Your essential news in digital wealth is here. To manage which emails you receive see this post. For deeper coverage, explore our subscription options below.
Top Stories
🇨🇦 TD Expands U.S. Footprint With $13.4 Billion Acquisition Of First Horizon - The Wall Street Journal, February 28, Toronto
🇸🇬 Endowus Launches New Factor Portfolios With Dimensional Funds - Hubbis, March 3, Singapore
🇺🇸 Unifimoney Brings Digital Wealth Management To Jack Henry's Banno Digital Platform - Yahoo Finance, March 1, California
Curated sponsorships
We work with select companies to deliver brand awareness to our 100,000+ digital finance audience. See our prior partners here, and reach out here with interest.
North America News
🇺🇸 Wealthtech Savvy Raises $7.3 Million - Finextra, February 24, California
🇨🇦 D1g1t Announces Partnership With National Bank Independent Network - Yahoo Finance, February 28, Toronto
🇺🇸 Betterment To Provide Student Loan Management And 529s - Wealth Management, February 24, New York
🇨🇦 RBC US Wealth Management Investing In Tech For Growth - Financial Advisor Iq, February 25, Toronto
🇺🇸 Bank Of America Will Launch All-In-One App To Attract New Generation Of Investors - Insider Intelligence, March 1, North Carolina
🇺🇸 Advisor360° Launches Digital Onboarding For Its Flagship Wealth Management Software - Fintech Futures, February 28, Massachusetts
🇺🇸 Wealthtech Addepar Joins The Open Cap Table Coalition - Crowdfund Insider, March 2, California
🇺🇸 Schwab Files With SEC To Create 'Crypto Economy ETF' - The Block Crypto, March 2, Texas
EMEA News
🇬🇧 Rathbone Brothers Choose InvestCloud Platform - WealthBriefing, February 28, London
🇨🇭 UBS Group (UBS) To Spruce Up Wealth Unit For The Affluent - NASDAQ, March 2, Zurich
🇪🇸 Allfunds AUM Up 29% Following IPO In 2021 - Funds Europe, February 28, Madrid
🇬🇧 Liontrust Suspends Dealing In Russia Fund - Funds Europe, March 1, London
Asia Pacific News
🇸🇬 iCapital® Expands Strategic Partnership With Bank Of Singapore - Finance Monthly, February 28, Singapore
🇮🇳 UCO Bank, Fisdom Partner To Offer Demat, Trading Account Services To Customers - Mint, March 2, Kolkata
🇸🇬 AI-Driven Singapore Fund Manager Receives Regulator Grant - International Adviser, February 24, Singapore
🇯🇵 Japanese Wealth Manager Nomura To Explore Crypto And NFTs With New Unit - CoinTelegraph, March 3, Tokyo
🇮🇳 Avendus Looking At Larger Play In Wealth Management Space - Devdiscourse, February 28, Mumbai
Blogs, Webinars, Podcasts
🇺🇸 A Roadmap For Wealthtech - Wealth Management, March 1, New York
🇺🇸 Bill Crager Says Envestnet Is About Growth 'Period!' After Barron's Article, Citing Five 'Sources,' Claimed His Firm Retained Piper Sandler For A Possible Sale - RIABiz, February 25, Illinois
🇳🇬 Examining The Impact Of The Rules On Robo-Advisory Services In Nigeria - Proshare, February 24, Lagos
🇺🇸 Banks Go All In On Wealth Management, But Can They All Succeed? - American Banker, February 28, Florida
🇺🇸 Is Betterment Safe? - TechBullion, March 2, New York
🇺🇸 Best Robo-Advisors For Beginners For 2022 - A Motley Fool, March 1, New York
Virtual Events & Conferences
🇨🇦 RBC Virtual Event - Women In Wealth Management - Royal Bank Of Canada, March 14, Virtual
🇺🇸 NYC Financial Advisor Associate Virtual Career Event - Morgan Stanley, March 9, Virtual
🇨🇭 Future Of Banking & Fintech In The Metaverse - Swiss Finance + Technology Association (SFTA), March 9, Virtual
🇺🇸 EMFQ: The Emerging Markets Fintech ETF On ETF Stories - FinancialAdvisor.TV, March 3, Virtual
Reports, Surveys, & Awards
🇺🇸 Investopedia 2022 Best Robo-Advisors Awards - Investopedia, February 28, New York
🇺🇸 Digital Wealth Management Market To Witness Stellar CAGR During The Forecast Period 2021 -2026 - Marketprimes, February 23, New York
🇺🇸 Robo-Advisor Market Keyplayers And Vendors: Betterment, FutureAdvisor, Personal Capital, Vanguard Personal Advisor, Wealthfront - ZNews Africa, February 23, California
🇺🇸 Firms Signal Desire For Change In Wealthtech: Report - ThinkAdvisor, March 1, New York
🇺🇸 Wealth Solutions Report Launches WSR Pathfinder Awards With Announcement Of Top Black Leaders In Wealth Management Category - Yahoo Finance, February 28, New York
More? More!
If you want to go deeper in Fintech & DeFi, upgrade to a premium Blueprint subscription below. Our value prop is simple: experienced judgment, accurate vision. If you knew the shape of the tomorrow, what would you do today?