Orion Cash & Credit Brings Banking to Fiduciary Wealthtech Platform

To help independent financial advisors become a one-stop shop for all of their clients' financial needs, Orion Advisor Solutions (“Orion”) is now live with Orion Cash & Credit, Powered by Focus Client Solutions (“Orion Cash & Credit”) on its Wealthtech platform after completing a successful beta program earlier this year.

Advisor Group Kicks Off Post-Pandemic Conference with Multiple Tech Investments to Drive Digital Transformation...

Capping off a tumultuous 20 plus months for wealth management firms and their financial advisors, Advisor Group launched its first in-person annual national conference since the pandemic first emerged in the United States last year.

Do No Harm: The First Rule When Considering New WealthTech

About a decade ago, many within the industry debated whether advisors fully embracing technology was a do-or-die proposition, with many taking the position that it wasn't. 

Private Equity-Backed ComplySci Continues Expansion of Board of Directors with Former US Treasury Official...

The financial regulatory technology and compliance solutions provider, ComplySci, added David Eisner, a former senior U.S. Treasury official and Sari Granat, senior legal and compliance executive with IHS Markit, to its Board of Directors, the company announced in a press release.

Sarson Funds’ Crypto-ESG White Paper Shows Crypto Works to Build a More Sustainable Financial...

Today, Sarson Funds released its "Crypto ESG White Paper," an overview and guide to the intersection of Cryptocurrencies and ESG investing. Otherwise known as Responsible Investing, ESG advocates for environmental, social, and governance-focused corporate efforts, and is determined to build a better world through financial allocation.
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d1g1t Inc. Enters Deal with Raymond James Ltd. to Deliver WealthTech Solutions

d1g1t, the venture-backed Canadian fintech firm, announced Wednesday that it has agreed to a deal with Raymond James Correspondent Services (RJCS) to provide the company its tech platform.

Docupace Announces Acquisition of PreciseFP at Riskalyze Fearless Investing Conference

Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Palm Springs, with Docupace’s announcement of its acquisition of PreciseFP.

Blockchange Expands Crypto Asset Management Offerings to Tax-Advantaged Investment Accounts

Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Company, an alternative asset custody provider for retirement accounts.
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Practifi Wins Award for Outstanding Achievement in CRM

Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, announced today that it has won the 2021 Industry Award for CRM in the category of Technology Providers.

Advisor Group Enhances Cybersecurity Preparedness with Appointment of New CISO

Cybersecurity is a critical function at any wealth management firm, and at a firm as large as Advisor Group, with six subsidiary firms and well over 10,000 financial advisors nationwide, protecting sensitive or confidential data is no small task.