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...
The Future of TAMPs in 2023 and Beyond
As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...
COMPLY C-Suite Appointments Support Continued Integration
COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...
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...
As Markets Evolve, RIA Firms Can Utilize Alts to Increase Enterprise Value
By Steven Brod
For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...
Docupace Launches Toolkit RIAs Designed to Remove Barriers to Growth
Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...
WealthTech Leader Sid Yenamandra Forms Surge Ventures to Launch and Grow Startups at Intersection...
Wealthtech leader Sid Yenamandra has launched Surge Ventures, a SaaS venture studio that focused on launching businesses at the intersection of the wealth management...
In One Word: TIME
By Michael Partnow
Tick, tick, tick …
The ‘ticks’ seem to be accelerating, and now I am hearing gong,...
Advisor Group’s Pete Clemson: Creating a “Relentless” Feedback Loop for Digital Solutions
Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas gathering was...
Wealthtech Executive Moves
The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces.
Smarsh, the digital communications content-focused regtech enterprise, continues to expand...