DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms
Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.
Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...
Blockchange Rebrands to BITRIA
The past year and half has seen major changes across the digital and crypto asset space, with the launch of a number of asset management tools, including Blockchange, Inc.’s BITRIA.
White Glove Simplifies Pricing as Demand for Services Grows
Detroit-based White Glove, a tech-enabled marketing company that specializes in client acquisition and engagement for financial advisors,launched a simplified, all-inclusive pricing structure.
The company focuses...
Atria’s Tech Tools Drive Recruiting Growth for Credit Union-Focused Subsidiary
Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...
CogniCor Selected for Morgan Stanley Multicultural Innovation Lab
insurance spaces, CogniCor recently announced its invitation to be part of the Morgan Stanley Multicultural Innovation Lab, an in-house start-up accelerator that promotes financial inclusion and access to capital for technology entrepreneurs who are women or cultural minorities.
COO Spotlight: Wealth Enhancement Group’s Terri Kallsen on Aligning Strategy, Operations, Technology
Over the past several years, Wealth Enhancement Group (WEG) has made significant waves across the RIA segment of the wealth management space, with explosive AUM and financial advisor headcount growth.
How the Pandemic Changed In-Person Events – For the Better
The conferences and events came to an abrupt halt in March 2020 as the COVID-19 pandemic brought travel – and spending – to a...
White Glove Launches Turnkey Estate Planning Solution
With an estimated $68 trillion in wealth moving from Baby Boomers to younger generations in coming decades, the demand for estate planning services is...
NewEdge Capital Group Reports Adding $4.38 Billion in AUA Throughout 2022
The Pittsburgh-based NewEdge Capital Group says its “range of affiliation models” have been critical in driving record recruiting results for the 2022 full year,...