Lori Hardwick - search results

For the next feature in this series, we’d like you to meet Lori Hardwick, one of the predominate voices in Fintech today. Her background includes executive roles at Envestnet (Group President), Pershing, a BNY Mellon Company (COO), and Advisor Innovation Labs (Co-Founder). Lori has a consulting business as CEO, WealthTech, for RedRock Strategic Partners and is also on the Strategic Advisory Board for Genstar Capital. She is currently serving on 4 corporate boards in the financial services industry including Cetera Financial Group, Orion, Riskalyze and Vestwell.

By Greg Woolf, AI RegRisk Think Tank Navigating the Regulatory Maze of AI in Wealth Management The recent BIG SKY AI Conference brought together industry leaders...

Friends, The Big Sky AI Roundtable is finally here! We’re excited to welcom our sponsors and attendees to Bozeman for an impactful roundtable discussing the future of finance and the role artificial intelligence will play in it all Meanwhile, the sector news continues and you’ll find it all here below…READ UP!!

You’ve probably heard this one before, but we had another busy week in advisor technology headlines—but while the bulk of the...

Most of us probably feel like we already have a foot out the door for the upcoming holiday weekend—but there’s one...

Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...

Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...

By Cindy Taylor Friends, our normal writer for this column is attending to pressing family matters this week, so yours truly is...

The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an...

By Christopher Robbins This week in advisor technology, AdvisorEngine launched new data visualization dashboards, while Cambridge announced new digital retirement-oriented marketing solutions...