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...
CapIntel Positioned to Grow Industry Leadership in Digitally-Enabled Proposal Generation for Financial Advisors
CapIntel, the Canadian tech-enabled turnkey client proposal firm, is making waves across the U.S. wealth management industry. The firm tells Digital Wealth News that...
Mobiloil Credit Union joins Atria’s CUSO Financial
The southeastern Texas-based $1 billion Mobiloil Credit Union (Mobiloil) joined Atria’s CUSO Financial (CFS) to gain access to its award-winning advisor and member technology...
Stratos Private Wealth Launches to Expand Ultra-high-net-worth Client Capabilities through Scale
Stratos, a consortium of companies supporting financial advisors across multiple business models and affiliations, has secured a majority stake in BWM Financial, and used...
TIFIN Wealth announces free access to personalized investments for NAPFA-aligned advisors with less than...
BOULDER & NEW YORK, May 11, 2023 — TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA. In an aim to support...
Industry Veteran Robert Franklin Joins Essential Edge
An evolving regulatory ecosystem and ongoing innovation in RegTech software, services and platforms can leave financial services firms, particularly smaller ones, concerned about their...
In One Word: DREAM
By Michael Partnow
DREAM
“If you can dream it, you can do it.” – Walt Disney
Think about that quote...
White Glove And Wealthtender Partner To Unlock Power Of Testimonial Marketing For Financial Advisors
After 60+ years of regulatory prohibition, the SEC now permits financial advisors to ask their clients for testimonials that can be published online to...
Technology Gives Advisors More Time with Clients
The Las Vegas-based advisor-owned hybrid RIA The AmeriFlex Group recently announced the launch of a “proprietary, high-tech financial planning solution” called AmeriFlex Premier+. The...
Industry Veteran and Consultant Matt Sonnen Goes In-House at Coldstream
Pacific Northwest-based and rapidly expanding hybrid RIA Coldstream Wealth Management has a new Chief Operations Officer. The appointment of Matt Sonnen as COO is...