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Traders Can Now Create and Deploy Customizable Order-Routing Algorithms Via TradingBlock

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TradingBlock has announced that traders on their platform can now deploy customized order-routing algorithms to meet their specific needs. The capability is available to...

Disrupting Wallets: FusionIQ Brings Wealth Management Into Everyday Transactions

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The gap between digital payments and wealth management has long stood out as a conspicuous void – but one wealthtech provider is taking the...

Smarsh Announces Annual Services Plan, Bringing ‘Service Now’ to Enterprise Compliance

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Smarsh is shaking up the digital communications compliance landscape with its latest option: the Annual Services Plan (ASP). According to a recent announcement, this...

World Investment Advisors’ New Custodial Relationship with Raymond James to Bring Additional Resources to...

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World Investment Advisors, the Santa Barbara California firm formerly known as Pensionmark, has announced a new custodial relationship with Raymond James Financial. "We are excited...

Transforming Wealth Management: Tech Innovators Feted at the 2024 MMI/Barron’s Industry Awards

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Wealthtech is dominated by algorithms and analytics, and the 2024 MMI/Barron’s Industry Awards have spotlighted the firms revolutionizing wealth management through technology. They are...
NEWS BRIEF 2

Sycamore Integrates with Quik! to Enhance Data Accuracy and Efficiency for Advisors

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Green, clean and efficient. That’s form workflow automation in a nutshell – and more wealthtech providers are making that a realizable goal for advisors....

AlphaTrAI Rebrands to Praxis Solutions

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AlphaTrAI, the Bill Dwyer-led provider of tech-enabled services and solutions for the wealth and asset management industries, has announced a rebrand to Praxis Solutions....

FORG Provides Turnkey, White-Lable Tech and Real Solutions to Family-Offices

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More than a decade ago, turnkey asset management platforms upended the wealth management industry. A new company is trying to do something similar by...
NEWS BRIEF 3 Industry

FusionIQ Names Eric Noll CEO, Secures Major Growth Investment

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In a strategic move aimed at accelerating its presence in wealth management, FusionIQ has announced Eric Noll as its new Chief Executive Officer, replacing...

TradingBlock Introduces Executing Broker-Neutral Platform for Professional Traders, Active Traders and Asset Managers

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TradingBlock, a Chicago-based provider of custom trading technology solutions for institutions, individuals and RIAs, recently announced the launch of its new executing broker-neutral platform....