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Emerging Asset Management Leaders to Gather for MMI Annual Seminar

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The Money Management Institute (MMI) is set to hold its annual Leadership Pathway Seminar from June 12-14, 2024, at the Hilton Denver City Center....

First Rate Announces Investment and Strategic Partnership with Fispoke

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Arlington, TX – June 5, 2024 – First Rate, a global leader in WealthTech providing AI reporting and compliance services for the wealth management...

FINTECH NEWS: Digital Marketing Best Practices for Financial Advisors

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Today’s financial advisors need to cut through the clutter and set themselves apart from the competition. To do so, they must go beyond occasional...

MMI Executive IQ Capstone Innovation Project Develop Solutions

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The Money Management Institute (MMI) announced the 2024 finalists and winners of the organization’s Executive IQ Capstone Innovation Project. The final project of the...

SLK Private Wealth Brings $300 Million Team to Sanctuary Wealth Network

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SLK Private Wealth, a Sanctuary Wealth partner firm, has added Los Angeles-based advisors Adam Weinstock, CFP® and Eleanor Weinstock to the practice. The team...

FusionIQ Announces Integration with Interactive Brokers Canada

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FusionIQ, a cloud-based wealth management solutions provider, recently announced an integration with Interactive Brokers, a Canada-based automated global electronic broker (Nasdaq: IBKR). Through this...

5×5: Five Ways to Spend 5 Hours or Less a Week on Compliance

Have you heard the term “culture of compliance?” The idea is to boost employee buy-in for compliance by showing how it fuels long-term success. Beyond...

FINTECH NEWS: How Can People Control Their Data for a Profit?

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The Internet has changed lives but has risks and issues, with data taking center stage in current technologies. Successive iterations of the web as we...

FINTECH NEWS: The Tech Integration Evolution in Wealth Management

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As industry watchers have focused on the headline-inducing developments in wealth management – consolidation, private equity, breakaway advisors, the cost of capital – a...

Creative Disruption In The Clearing and Custody Landscape

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A small group of large, well-known national players has long dominated the clearing and custody space. The most substantive change of note recently within...