TIFIN and Franklin Templeton Join Forces to Introduce TIFIN @Work, An Innovative Financial Wellness...
BOULDER, Colo. and NEW YORK and SAN MATEO, Calif., Jan. 4, 2024 /PRNewswire/ -- TIFIN, a leading AI and innovation platform for wealth, and Franklin Templeton, a global leader in asset management,...
FusionIQ and Kinecta Federal Credit Union Create Integrated Platform to Meet Investment Needs of...
FusionIQ, a cloud-based wealth management solutions provider for financial institutions headquartered outside of Boston, has formed a strategic alliance with Kinecta Federal Credit Union to offer...
Conneqtor Announces Strategic Acquisition by Community-Builder Joe Moss
Dec. 28, 2023 -- Conneqtor, a pioneering virtual advisor training program, is pleased to announce its acquisition by community-builder and “conneqtor” Joe Moss. This...
Artificial Intelligence and the Future of Wealth Management in 2024 and Beyond
This past year will be remembered for many things: geopolitical unrest, high interest rates and inflation, the coronation of Charles III, Barbenheimer … And...
AI-Powered Alternative Investments Assistant Helix by HL Secures $6M Seed+ Funding Led by FINTOP...
The joint venture between TIFIN and Hamilton Lane, launched in June 2023, provides an AI assistant that allows advisors and investors to navigate the...
DFPG Investments Launches Diversify Advisor Network
DFPG Investments, the Utah-based, full-service independent wealth management firm announced that it has launched Diversify Advisor Network as part of its long-term growth strategy...
COMPLY, ZenLedger Launch Digital Asset Trade Monitoring
The New York-based compliance software, consulting and education resource company COMPLY recently announced the launch of a digital asset trade monitoring program. Working with...
AWARD WINNING COGNICOR AI ASSISTANT CUTS UP TO 80% OF PRE- AND POST-MEETING WORK...
CogniCor, the Palo Alto-based provider of artificial intelligence-enabled digital assistants and business automation platforms for the financial services industry, announced its Meeting Assistant can...
$15 Billion Summit-Backed Adviser Investments is Now RWA Wealth Partners
Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm...
Bridgemark Strategies Launches Free, Online Advisor Business Marketplace
Bridgemark Strategies, an independent consultancy that supports transitions and M&A in the financial advisory space, recently launched a free, curated database of financial advisory...