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