Miracle Mile Advisors Continues to Expand its Leadership Team, Tapping Former RBC Executive, Nate...
For the second time in a month, national RIA Miracle Mile Advisors has announced an addition to its leadership team, naming Nate Angelo as...
PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution
LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...
Berthel Fisher’s Paige Swartzendruber: Artificial Intelligence and Wealth Management
Paige Swartzendruber has literally grown up in the wealth management space and continues her father’s legacy, working alongside him as both a financial advisor...
Untangling Meta Threads for Financial Services
By Robert Cruz | VP, Regulatory and Information Governance at Smarsh
By now, you’ve undoubtedly read about the wildly successful launch of Meta’s new alternative to Twitter,...
StratiFi Appoints Former e-Money Sales Exec to Lead Sales and Biz Dev
San Francisco-based risk management platform company, StratiFi recently announced it has hired Sarah Gribben to serve as Director of Sales and Business Development. Gribben will leverage...
FusionIQ Blueleaf integration to Drive Digital Transformation and Enhance UX
FusionIQ, the Woburn, Massachusetts provider of cloud-based wealth management solutions and self-described “all-in-one digital platform” for financial advisors and institutions, launched a strategic integration...
CapIntel’s Enhanced Wealthtech Platform Supports RIA Compliance with SEC Marketing Rule
CapIntel, a leading fintech company supporting wholesalers and investment advisors, recently added new proposal-building functionality to its platform to help Registered Investment Advisors (RIAs)...
Docupace Appoints Leon Weiss as its New CFO
Docupace, a leading cloud-based fintech digital operations software provider for the wealth management industry, today announced that Leon Weiss has joined its executive leadership team as...
SS&C to Eliminate “Burdensome Operations Processes” for Alt-Platform Crystal Capital Partners
The Hartford, Connecticut area-based SS&C Technologies Holdings, Inc. recently announced Crystal Capital Partners, the turnkey alternative investment platform for financial advisors engaged the company to “further optimize its...
TIFIN and Hamilton Lane to Launch Groundbreaking AI-Powered Investment Assistant for Private Markets
Investment assistant is intended for integration within wealth platforms and digital marketplaces used by advisors and investors allocating to the private markets
Joint...