Sanctuary Wealth Appoints Industry Veteran And Fintech Entrepreneur Adam Malamed As Chief Executive Officer

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Indianapolis-based Sanctuary Wealth, a leading national network of independent wealth managers, has named financial services veteran Adam Malamed as its new Chief Executive Officer,...

TIFIN Announces Strategic Collaboration with Morningstar to Enhance its AI-Powered Distribution Platform

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BOULDER & NEW YORK, Feb 1st, 2023 — TIFIN, the AI Wealth platform, announced today a collaboration with Morningstar to bring real-time, aggregated industry trend...

Mike Zebrowski Joins Docupace as Chief Operating Officer

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Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...

IN MEMORIAM: Gavin Spitzner, Wealth Consulting Partners

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Digital Wealth News is saddened to report the passing of wealthtech industry titan and friend, Gavin Spitzner.  Spitzner was the founder of Wealth Consulting...

How the Pandemic Changed In-Person Events – For the Better

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The conferences and events came to an abrupt halt in March 2020 as the COVID-19 pandemic brought travel – and spending – to a...

The Future of TAMPs in 2023 and Beyond

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As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...

COMPLY C-Suite Appointments Support Continued Integration

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COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...
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White Glove Simplifies Pricing as Demand for Services Grows

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Detroit-based White Glove, a tech-enabled marketing company that specializes in client acquisition and engagement for financial advisors,launched a simplified, all-inclusive pricing structure. The company focuses...

As Markets Evolve, RIA Firms Can Utilize Alts to Increase Enterprise Value

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By Steven Brod For years, recurring and predictable revenues were among the biggest advantages that the fee-based side of the wealth management industry (including Registered...
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Docupace Launches Toolkit RIAs Designed to Remove Barriers to Growth

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Docupace, the cloud-based fintech digital operations software provider for the wealth management industry, has launched the RIA Productivity Suite. Designed in consultation with Ezra...