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The products have already attracted $1.3 billion in new assets this year, more than half what they took in during 2018.

The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.

Drew Tyler is a senior benefits consultant at employee benefits firm Corporate Synergies.

The products invest in private equity, hedge funds and real estate for the bank’s wealth management arm.

The sector has seen an inflow surge in recent months as Treasury yields continue to fall.

Paco Nathan is known as a "player/coach," with core expertise in data science, natural language processing, machine learning, cloud computing; 35-plus years tech industry experience, ranging from Bell Labs to early-stage start-ups. He is so-chair Rev. Advisor for Amplify Partners, Deep Learning Analytics, Recognai, Data Spartan, Primer. Recent roles include director, Learning Group at O'Reilly Media; director of community evangelism at Databricks and Apache Spark. He was cited in 2015 as one of the Top 30 People in Big Data and Analytics by Innovation Enterprise.

Sean Heide is a cloud security research analyst with the Cloud Security Alliance.

Ryan Rugg is spearheading North American business development in asset management and insurance for R3. She works closely with R3’s network of members and partners, helping drive global commercialization and integration of R3’s Corda platform. In 2017, she launched the Center of Excellence for Insurers and Reinsurers at R3 which is redefining the foundations of insurance by harnessing the power of collaborative networks through the deployment of blockchain technology. Prior to R3 Ryan worked for Morgan Stanley and JPMorgan where she gained extensive experience in financial services covering a broad range of institutions including; insurance, hedge funds, banks and asset managers.

The transaction means the TAMP will own software that serves tens of thousands of financial advisors.

The U.S. is one of the few countries that doesn’t have paid family leave, and it can cause families hardship around the time of a birth, says an expert.