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ADVISOR INSIGHTS: As Clients Feel More at Ease, Advice Gets More Strategic
By Liam Hanlon
For the past eight years, I have worked at the intersection of wealth management and technology. I began my career at EY,...
The Wealth Consulting Group Adds Jason Ehrlich as Chief Financial Officer and Head of...
Jason Ehrlich has been brought on board The Wealth Consulting Group to serve as Chief Financial Officer and Head of Corporate Development. In this...
Prudential Goes Big: Two Financial Advisor Offices Open in Manhattan and New Jersey
Two is better than one. Prudential Advisors is doubling down on modern workspaces, unveiling two new offices, an 8,700-square-foot Midtown Manhattan hub and a...
FINTECH VIEWS: Investment Management for RIAs, Family Offices
Challenges abound for the modern RIA or family office grappling with rising client expectations. With consumer-facing technology available at investors’ fingertips, today’s financial advisors...
SurgeONE.ai to Offer Financial Services Firms a Unified FinTech Platform for Compliance, Cybersecurity and...
Surge Ventures, the venture studio co-founded by FinTech entrepreneur and executive Sid Yenamandra, announced the launch of SurgeONE.ai, an integrated platform to provide compliance...
Prospera Financial Services Develops New Planning Program with Firm Paraplanner Support
Independent broker-dealer Prospera Financial Services recently announced it launched a new comprehensive financial planning service to help affiliated advisors best utilize Prospera paraplanner support to...
Cambridge Investment Research Appoints Industry Veteran Sean Van Moorleghem its New Chief Technology Officer
Cambridge Investment Research has expanded its executive team with the addition of Sean Van Moorleghem as Executive Vice President and Chief Technology Officer. Bringing two decades...
Docupace Promotes Elizabeth Pavlik to Chief Product Officer
In a move aimed at accelerating product innovation, Docupace, a leader in back-office automation for wealth management, has announced Elizabeth Pavlik’s promotion to Chief...
FusionIQ appoints Sloan Shanahan as Chief Revenue Officer
Wealthtech provider FusionIQ announced key leadership appointments in 2024 to support its continued growth and market innovation. In December, Sloan Shanahan was named Chief...
FINTECH VIEWS: Elevate Your Wealth Practice with PhilTech
By Joe Mrak, CEO, Foundation Source
High-net-worth investors are increasingly interested in charitable giving, but many wealth management firms and practitioners are not dedicating a...