Exodus Begins Trading on Securitize Markets
March 16, 2022 – Exodus (the “Company”), the leading non-custodial cryptocurrency software platform, and Securitize Markets (“Securitize”), the...
JIFFY.ai Raises $53 Million in Funding as Part of Series B Round
PALO ALTO, CA – – JIFFY.ai, an award-winning app-based low-code/no-code intelligent automation platform, today announced that it has raised...
Atria’s Tech Tools Drive Recruiting Growth for Credit Union-Focused Subsidiary
Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...
Advisor Group’s Peter Clemson Intensifies Focus on Digitization of Service Experience
The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long marathon to improve the platforms, tools and solutions professionals use to serve their clients.
Bryce Catalyst Leads Growth Funding Round for Award-Winning, Female Founded Tech Company Vital4
Co-Founded in 2016, by Kristin Stafford and Amy Barbieri, Vital4 offers AI-driven data screening, monitoring and due diligence...
Smarsh Unveils Partner Ecosystem to Help Firms Tackle e-Discovery
RegTech firm Smarsh this week announced the launch of a new partner ecosystem aimed at helping highly regulated companies confront their mounting e-discovery responsibilities.
Perigon Wealth Management Announces Addition of New Team Members
The San Francisco-based firm recently announced several new additions highlighted by three appointments to its leadership team: Beth...
d1g1t Inks Deal with Canada’s Largest Clearing and Custody Player
d1g1t, a Toronto-based fintech platform that has been expanding rapidly across both the United States and Canada, this week announced an agreement with National Bank Independent Network (NBIN).
Advisor Group Continues Digital Transformation Momentum with New Senior Hires
After announcing significant investments in technology as part of a broader digital transformation strategy late last year, Advisor Group is following up with a wave of senior management team hires.
DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms
Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capital and creative partnership models, there seems to be no end in sight to the massive shift in this space to build larger, more valuable RIAs.