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AdvizorStack To Integrate StratiFi’s Portfolio Risk Analysis Tools

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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

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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

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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...

Applications Open for the Second Cohort of The Founders Arena WealthTech Accelerator

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By Pamela Cytron, President, The Founders Arena January 22, 2024 As 2024 kicks into high gear, I’m excited to share the news that The Founders Arena...

Osaic Reports $22 Billion In Recruited Client Assets For 2023, A Year That Also...

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Osaic said in news release this week that it recruited new advisors representing $22 billion in client assets in 2023. Last year, the firm...

Smarsh Survey Highlights Potential Off-Channel Communications Policy Gap for Firms

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In recent years, banks have been fined billions for not adhering to the SEC’s recordkeeping requirements for texting and other digital messages. Even so,...

Tackling Tech in ’24: How RIA Miracle Mile Advisors Is Investing in Wealthtech to...

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For wealth managers serving an increasing number of affluent and high-net-worth digital natives, the pressure to deliver on the tech front is a make-or-break...

Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations

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Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...

Technology Creates Opportunities for Financial Advisors to Enhance Investor Experience, According to New Vivaldi...

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Toronto-based CapIntel, a financial technology company that delivers productivity enhancing, web-based solutions to financial services wholesalers and investment advisors, has announced the findings of a new survey...

CogniCor Launches Pilot of AI-Enabled Digital Assistants Powered by Microsoft’s Azure OpenAI

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CogniCor has launched a pilot program for its enterprise-ready, AI-enabled digital assistants that are newly integrated with Microsoft Azure OpenAI Service. The Palo Alto-based CogniCor, a provider...