World Investment Advisors Taps Bill Altman20-Year IT Leader, as Head of Technology Strategy

0
World Investment Advisors, the Santa Barbara, California-based advisory firm, announced that technology veteran Bill Altman has joined the firm as Head of Technology Strategy. Altman...

Docupace’s AI Play: Digital Teammates to Fix Wealth Management’s $50 Billion Problem

0
Wealth management is drowning in paperwork. Ask any financial advisor and you’ll hear the same story: more time chasing down forms than building portfolios...

The Wealth Consulting Group Brings WealthTech Experience to Newly Formed Advisory Board

0
The Las Vegas-based Wealth Consulting Group (WCG), a hybrid RIA and wealth management platform affiliated with LPL Financial, has named a new Advisory Board...

Sanctuary Wealth Welcomes $580 Million Velorum Wealth Management

0
Sanctuary Wealth, the Miami-based hybrid RIA, announced on Wednesday that Velorum Wealth Management, an Indianapolis practice with $580 million in client assets, has joined...

Sanctuary Wealth Attracts $225 Million CopperSky Wealth with Tech and Alts Offerings

0
Justin R. Koch, an Oklahoma-based advisor formerly with Edward Jones, has opted for independence for his $225 million practice and has joined Sanctuary Wealth....

World Investment Advisors Continues Technology Rollout

0
World Investment Advisors continues to build out its technology stack in an effort to provide its financial advisors with additional tools to improve their...

Breaking the Mold: eGOLI Wealth Advisors Joins Stifel’s Independent Channel

0
Marilyn Hoosen – a 20-year industry veteran and former Senior Financial Advisor at Merrill Lynch – is going independent, according to Stifel Independent Advisors...

Cambridge Advisors Now Have Expanded Access to iCapital® Alternatives Platform Capabilities

0
Cambridge Investment Research, the Iowa-based independent wealth management enterprise, has enhanced its relationship with iCapital, a global fintech platform focused on the alternative investments marketplace....

$8 Billion RIA NWF Advisory Group Becomes Artisan Capital Partners

0
A Los Angeles-based hybrid RIA with $8 billion in client assets under administration has changed its name from NWF Advisory Group to Artisan Capital...

SurgeONE.ai to Offer Financial Services Firms a Unified FinTech Platform for Compliance, Cybersecurity and...

0
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...