AI-Centric Tech Platform TIFIN Announces New President
TIFIN, a prominent innovator in AI-driven technology for the financial sector, has announced the appointment of Robert Pettman as its new Chief Revenue Officer...
Gateway Foundation Honors Trailblazers in DEI
At its second annual Opening Doors Impact Night, the Gateway Foundation honored outstanding contributions to Diversity, Equity and Inclusion (DEI) within the investment management...
Matthew Gotlin Takes On the Role of Chief Investment Officer for Choreo
Matthew Gotlin, CFA®, has been named Choreo's Chief Investment Officer. According to a company release, Gotlin will lead a team that creates client solutions...
Diversify Advisor Network Acquires $645 Million Key Advisors Wealth Management
The Utah-based Diversify Advisor Network recently announced that Key Advisors Wealth Management, a Delaware-based fee-only firm with $645 million in assets under management, is...
Digital Wealth News Launches AI & Finance™
Publisher's Note: After a short soft launch period, we're now proudly announcing the rollout of our new powerhouse media brand - AI & Finance™! ...
Stratos Wealth Partners Affiliates Rebrand to Join Growing Stratos Private Wealth Division
Ohio-based Stratos Private Wealth, launched in May 2023, has expanded into New Jersey and New York as part of its growth strategy, the firm...
Surge Ventures Acquires Kovair Software, Launches a Wealth Management Data Integration Platform
Fintech venture studio company Surge Ventures announced that it has acquired Kovair Software, a software development and data integration solution firm. Surge Ventures says...
Seasoned FinTech Executive John F. Sweeney Joins AlphaTrAI as its New President
San Diego-based AlphaTrAI, a technology consulting and service provider for the wealth and asset management industry, recently announced the appointment of John F. Sweeney as...
Sanctuary Wealth Expands Leadership Team with Two Industry Veteran Hires
Sanctuary Wealth is adding to its leadership team, this time with industry veterans Michael Goldfader and Michelle McIntyre. Goldfader, a former Wells Fargo and...
Navigating Direct Indexing: Unlocking the True Value of Separately Managed Accounts (SMAs)
The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...