Post-Pandemic Martech: Greater Focus on Lead Gen for Wealth Firms
Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguably have become...
NewEdge Advisors Appoints Former LPL Recruiting Leader President
Parthenon Capital-backed NewEdge Advisors announced the appointment of Steve Pirigyi, a former Executive Vice President of Business Development at LPL Financial, as its new...
FusionIQ Launches Digital First TAMP
Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...
Kingswood U.S. Expands Tech-Enabled Alts Offerings with New Portal Launch
New York-based Kingswood U.S., a $3 billion network of wealth management firms, recently announced the addition of a Covered Securities Submission Portal on its...
TIFIN’s Wealth division announces the industry’s first AI platform for client personalization
BOULDER, Colo. & NEW YORK, Nov. 1st, 2022 -- TIFIN, the fintech platform known for its highly engaging products fueled by advanced data science...
FusionIQ Brings Aboard Wealth and Banking Leader John Kimbro as CTO
The Woburn, Massachusetts-based FusionIQ, a digital investment platform that gives financial advisors the ability to “deliver a personalized, end-to-end investment experience,” appointed John Kimbro...
Orion Ascent, the Flagship National Advisor Conference, Announces Initial Agenda and Registration Details
OMAHA, Neb., Oct. 20, 2022 – Orion Advisor Solutions today unveiled the initial three-day agenda and speaker line-up for Orion Ascent 2023, the financial...
Early Q4 Leadership and Board Moves Underscore Tech Influence on Wealth Sector
The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an...
Choreo Launches New Digital Marketing Platform Supporting Advisor Growth with FMG
The Parthenon Capital-backed independent RIA Choreo, which formerly operated as RSM US Wealth Management LLC, has partnered with San Diego-based FMG to launch a...
Digital Ops Software Provider Docupace Names Executives Supporting Strategic Growth
Los Angeles-based fintech and wealthtech operations software provider Docupace, named several new executives and management team leads to support the company’s strategic expansion, the...