Wealth Industry Vet Kevin Keefe Joins CoastalOne
CoastalOne appointed former President and CEO of Cetera subsidiary First Allied Securities and Executive Vice President and CEO of Corporate RIA at Advisor Group...
Industry Vet James McGrath to Head AlphaTrAI’s Investment Strategy and Advisor Consulting
AlphaTrAI, the tech-driven, San Diego-based asset management firm that leverages artificial intelligence to deliver investment results, has added a third industry veteran to its...
TIFIN AMP Has Announted a Spinoff with Independent Series A Funding
Publisher's Note: TIFIN has forged a unique path in the wealthtech space since its inception and today's annuoncement below continues in that tradition of...
Atria’s CUSO Financial Services Snags former LPL Affiliated Clearview Federal Credit Union
Clearview Federal Credit Union, which serves over 117,000 members with more than $1.8 billion in assets from 18 financial centers throughout Southwestern Pennsylvania announced...
Smarsh Names Vinay Mehta Chief Technology Officer
Smarsh, the Portland, Oregon-based digital communications compliance and intelligence firm, appointed Vinay Mehta as Chief Technology Officer, this week. He will lead the global Smarsh...
Sixth Annual Wyoming Blockchain Stampede & WyoHackathon Sept. 11-15 at University of Wyoming |...
Trends in blockchain and related technologies involving Web 3.0, artificial intelligence, cybersecurity, banking and finance, digital assets and esports are among the topics that...
Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform
TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue...
Advisor Group Announces Brand Reveal Date
In April, Advisor Group formalized its plans to consolidate its network of firms under one new brand – promising wide-ranging benefits from tech consolidation...
Smarsh Combines Privva and Entreda Subs
Smarsh earlier this week announced that it has combined subsidiaries Privva and Entreda with the company’s professional archive platform. The move results in one...
Growing RIA Launches Choero Partner Alliance
Choreo announced last week that it has launched the Choreo Partner Alliance, a program intended to provide CPA clients with access to wealth management...