Using Tech to Connect to Your Clients’ Kids and Grandkids
By Tanya Van Court is CEO & Founder of Goalsetter
Fueled by a passion for technology, I charted my early career in Silicon Valley when...
StratiFi joins forces with Altruist
StratiFi, a risk management platform that provides wealth management firms and industry professionals with solutions for portfolio risk analysis, client risk profiling and compliance,...
FusionIQ Introduces FIQ Freedom for Breakaway Advisors
FusionIQ, a provider of cloud-based wealth management solutions, recently launched FIQ Freedom on the FusionIQ One platform. FIQ Freedom was created to provide advisors...
Sanctuary Wealth Acquires tru Independence
Sanctuary Wealth, the Indianapolis-based wealth management firm, has acquired tru Independence, a Portland, Oregon-based enterprise that supports 30 RIA firms managing $12.5 billion in...
Haven Tower Group Wins Gold Award for Excellence in Brand Activation and Marketing
In a significant recognition of its expertise in strategic communications and brand strategy, Haven Tower Group LLC, a leading wealth management-focused communications agency, has...
Marketing Matters: The Evolution of Third-Party Solutions Providers in an Evolving Ecosystem
Third-party, digitally-enabled marketing solutions focused on driving lead gen for independent financial advisors continue to proliferate, and small wonder. Effectively identifying and converting prospective...
Essential Edge Appoints Alex David to Advisory Board
Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...
Successor Membership Program Expanded At Householder Group
Independent financial planning firm Householder Group Estate and Retirement Specialists LLC has announced the expansion of its Successor Membership Program, opening several new member...
INTELLIGENCE FOR GROWTH: AI-Centric Tech Platform TIFIN Announces New President
TIFIN, a prominent innovator in AI-driven technology for the financial sector, has announced the appointment of Robert Pettman as its new Chief Revenue Officer...
Gateway Foundation Honors Trailblazers in DEI
At its second annual Opening Doors Impact Night, the Gateway Foundation honored outstanding contributions to Diversity, Equity and Inclusion (DEI) within the investment management...