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One year ago, Sanctuary Wealth, found itself in the middle of an unforeseen and abrupt change of executive leadership. Adam Malamed, former Executive Vice...

As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part of an independent firm’s value proposition.

Indianapolis-based Sanctuary Wealth, a leading national network of independent wealth managers, has named financial services veteran Adam Malamed as its new Chief Executive Officer,...

Earlier this year, Docupace, a cloud-based digital operations provider for the wealth management industry, announced the completion of the 500,000-client account transition through its...

Capitalizing on the surging demand among high net worth investors for access to more sophisticated cryptocurrency asset management solutions, 3iQ Digital Assets, the U.S. subsidiary of Canada’s largest digital asset manager, launched a new digital asset separately managed account (SMA) and model portfolio solution, called Q-MAP.

Advisor Group, the nation's largest network of independent wealth management firms, today announced the significant advancement of its growth strategy with the appointment of Kristen Kimmell as the company’s new Executive Vice President, Business Development. In this role, Ms. Kimmell will integrate and lead recruiting, transitions and onboarding for Advisor Group’s network of firms, encompassing FSC Securities, Royal Alliance Associates, SagePoint Financial, Securities America, Triad Advisors and Woodbury Financial Services.

The escalating war against cyber criminals on the global stage may be capturing the majority of headlines, but it mirrors an increased level of urgency that wealth management firms are taking with their own cybersecurity measures.

With the ongoing surge of self-directed online trading expected to further fuel market volatility, wealth management firms and technology entrepreneurs alike are seeking asset management solutions that can supersede or sidestep human emotions and bias to create better outcomes.

Advisor Group, the nation’s largest network of independent wealth management firms, today announced the launch of significant enhancements to MyCMO