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LaSalle St. Adds Advyzon Platform to Advisor Tech Stack
The Chicago-based wealth management firm LaSalle St. recently announced it has entered into a strategic partnership with end-to-end tech platform provider Advyzon.
Advyzon, which is...
LaSalle St.’s Technology Learning Center Adds Concierge Service
Last spring, the Chicago-area wealth management firm LaSalle St. announced a new Technology Learning Center which offered affiliated advisors a comprehensive set of learning...
LaSalle St. Opens Technology Learning Center
LaSalle St., a Chicago-based group of wealth management firms, introduced its new Technology Learning Center earlier this week....
Fintech Luminaries – Meet Mark Contey of LaSalle St.
For this next edition of our Fintech Luminaries series, meet Mark Contey, Chief Business Development Officer of LaSalle...
LaSalle St. Launches Guidetrack Financial Planning Platform To Provide Technology-Enhanced Financial Planning Experience For...
Platform Uses Digital Advice Solution from Fidelity InstitutionalSM and eMoney Advisor
DWN Publisher Notes For 4/3/24
Friends, you'll find the most important industry news here, including a chock full Advisor Tech Talk column (that we thought would just be a synopsis of Q1 because we thought it would be a slow news week) Boy, were we wrong! READ UP!
Advisor Tech Talk (Week of 4/1/24)
Today’s Advisor Tech Talk should stand as an example of the momentum behind wealth management technology.
See, it being “spring break” week...
Publisher Notes For 8/1/23
Friends, If you're like the majority of America, it has been HOT HOT HOT! Now as things cool down a touch, time to focus back on markets and news in the digital wealth sector, and we've got it for you right here. READ UP!!
Technology’s Growing Role in FA Succession Planning
For years, industry pundits have been sounding the alarm: The number of financial advisors at or near retirement age is outpacing the number of...
Publisher Notes For 5/18/22
Friends, as you read this, we're taking time off to visit Yellowstone for my birthday. Another year older, (hopefully) wiser & definitely more grateful. In the meantime, we have PHENOMENAL new content for you this week addressing important market issues and so much more. READ UP!