Practifi Propel Provides Advanced Analytics for Wealth Managers

0
In the highly competitive and consolidating wealth management industry, firms that can leverage advanced analytics to organize and surface mission-critical data will come out...
NEWS BRIEF 3 Industry

Orion Advisor Solutions’ Inaugural Mind and the Market Investor Sentiment Survey Released

0
OMAHA, Neb., September 19, 2022 – Orion Advisor Solutions’ inaugural Mind and the Market Investor Sentiment Survey reveals that 66% of investors have a...

Practifi Delivers Data-Driven Advanced Analytics For Wealth Management Industry

0
CHICAGO, September 13, 2022 – Practifi, a performance optimization platform for the wealth management industry, today announced the launch of its latest data visualization...

Can Automation and AI-Enabled Technology Revolutionize Financial Advisor Recruiting?

0
Earlier this year, Docupace, a cloud-based digital operations provider for the wealth management industry, announced the completion of the 500,000-client account transition through its...
NEWS BRIEF 4

Orion Advisor Solutions Announces New Strategic Operating Model

0
OMAHA, Neb., September 6, 2022 – Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today a new strategic...

Your Best Compliance Partner Could Be Your Tech Platform

0
It’s no secret that the SEC in recent months has become more aggressive on the enforcement front than at any point during the last...
NEWS BRIEF 4

ComplySci and Apex Enter Partnership

0
The New York-based and K1-backed provider of regulatory technology and compliance for the financial services sector, ComplySci, announced an exclusive partnership with the Peak...
NEWS BRIEF 2

Sarson Funds Partners with Entoro, Expanding Crypto Product Line

0
(INDIANAPOLIS, IN) - Sarson Funds and Entoro Securities today announced a new partnership, with the expansion of Sarson Funds’ multi-manager digital asset investment product line and platform upgrades....

In One Word: TEACHER

0
By Michael Partnow My amazing wife MaryAnn is better known to many as Miss MaryAnn.  I cannot imagine how...

Leap Provides Tech-Enabled Video Education Series at No Cost for Potential Home Buyers

0
Leap Analytics, the fintech real estate investment firm that aims to empower underserved communities, recently launched a tech-enabled, four-part educational video series designed to...

x close

Interested in learning more about our content marketing programs? We're happy to help! Click Here