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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...
MARTECH MINUTES: Why Advisors Need In-House Marketing Services
In the rapidly evolving wealth management industry, it is paramount that advisors have the necessary tools to perform their tasks efficiently and effectively.
Smarsh Announces Annual Services Plan, Bringing ‘Service Now’ to Enterprise Compliance
Smarsh is shaking up the digital communications compliance landscape with its latest option: the Annual Services Plan (ASP). According to a recent announcement, this...
FORG Provides Turnkey, White-Lable Tech and Real Solutions to Family-Offices
More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by...
WEALTHTECH 3.0: Founders Arena Welcomes Third Cohort of Startups Innovating Financial Services
The Founders Arena WealthTech Accelerator, in partnership with SEI®, First Rate, Inc., Republic Capital Group, the City of Arlington, and the Arlington Economic Development Corporation, has officially announced the third cohort of startups participating in its global accelerator program.