FiduciaryxChange Registers 54th PEP as Defined Contribution Plan Popularity Swells
FiduciaryxChange, a firm that helps 401(k) plan sponsors, advisors, and administrators effectively meet their obligations, has registered more than 50 Pooled Employer Plans (PEPs)...
Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service
When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...
Binah Begins: Merger Creates New Public Wealth Management Firm
Kingswood Acquisition Corp. ("KWAC"), a special purpose acquisition company (SPAC), has merged with broker-dealer aggregator Wentworth Management Services LLC (“Wentworth”) to create Binah Capital...
Multi-family office RIA Caprock Makes Grey Street Capital its First Acquisition
Caprock, an RIA serving ultra-high-net-worth clients, announced it acquired Chicago-based Grey Street Capital, a boutique advisor firm with $2.2 billion in client assets.
The deal...
AdvizorStack: An Outsourced CTO for Small- to Midsized RIAs
Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along...
Fresh Finance and Wealth Management GPT Announce Integration
Fresh Finance, a leading financial technology company, has forged a strategic alliance with Wealth Management GPT, a global provider of generative AI solutions for...
Tim Bowman Becomes New Chief Financial Officer for Realta Wealth
Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe....
Marshall Wealth Management Group Becomes Novus Wealth Group
Marshall Wealth Management Group, a full-service independent wealth management firm, announced this week that it rebranded to Novus Wealth Group.
The firm chose its name...
Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions
Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...
Can NIST Guidelines Keep AI Trustworthy?
Ever since ChatGPT became the fastest growing app in history, artificial intelligence has captured the world’s imagination. The expected implications of AI vary depending...