STRATIFI ANNOUNCES STRATEGIC PARTNERSHIP WITH iQUANT
StratiFi, a risk analysis and compliance technology platform, has announced a strategic partnership with iQUANT.
The collaboration aims to provide added value to mutual customers...
Money Management Institute Launches Program for NexGen Investment Professionals
The Money Management Institute (MMI) has launched a three-week development program called Academy for investment professionals in the early stages of their careers. Academy...
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...
Diversify Advisor Network Announces Kevin Bendix as Chief Legal Officer
Kevin Bendix has joined independent wealth management firm Diversify Advisor Network as Chief Legal Officer. According to a press release issued by the firm,...
Vestmark and Invesco Join Forces to Support Rapidly Expanding RIA Channel
Vestmark, Inc., a portfolio management and trading solutions provider, and Invesco Ltd., a global investment management firm, have announced a partnership whereby RIAs using...
FreshFinance & ReachStack Partner to Offer Improved Advisor Communications
Fresh Finance and ReachStack recently announced a partnership to integrate a new layer of analytics, AI, and intelligence into their next generation of digital...
Anchorage Digital Bank and FusionIQ Partner to Offer Regulated Crypto to Financial Advisors and...
Thanks to a new partnership between crypto platform Anchorage Digital and FusionIQ, the cloud-based wealth management solutions provider, financial advisors and firms now have...
AdvizorStack To Integrate StratiFi’s Portfolio Risk Analysis Tools
AdvizorStack announced this week that it has partnered with StratiFi to provide customers with portfolio risk analysis, client risk profiling and compliance solutions.
AdvizorStack leans...
Sanctuary Wealth Differentiates Firm with Technology
One year ago, Sanctuary Wealth, found itself in the middle of an unforeseen and abrupt change of executive leadership. Adam Malamed, former Executive Vice...
Sound Income Strategies’ ETF Ends Year as a Top Performer
Sound Income Strategies, a Florida-based RIA and money manager, saw its FXED ETF end 2023 in the top 1% of similar funds tracked by...