Stratos Wealth Partners Affiliates Rebrand to Join Growing Stratos Private Wealth Division

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Ohio-based Stratos Private Wealth, launched in May 2023, has expanded into New Jersey and New York as part of its growth strategy, the firm...

Surge Ventures Acquires Kovair Software, Launches a Wealth Management Data Integration Platform

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Fintech venture studio company Surge Ventures announced that it has acquired Kovair Software, a software development and data integration solution firm. Surge Ventures says...

Seasoned FinTech Executive John F. Sweeney Joins AlphaTrAI as its New President

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San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...

Sanctuary Wealth Expands Leadership Team with Two Industry Veteran Hires

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Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and...

Navigating Direct Indexing: Unlocking the True Value of Separately Managed Accounts (SMAs)

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The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...
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LaSalle St. Adds Advyzon Platform to Advisor Tech Stack

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The Chicago-based wealth management firm LaSalle St. recently announced it has entered into a strategic partnership with end-to-end tech platform provider Advyzon. Advyzon, which is...

FusionIQ Launches New FIQ Market One Investment Solution

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FusionIQ, a provider of cloud-based wealth management solutions, has launched FIQ Market One, an investment solution that provides investors and advisors with access to...

FiduciaryxChange Registers 54th PEP as Defined Contribution Plan Popularity Swells

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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

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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

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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...