AlphaTrAI Continues to Execute Growth Strategy, Acquires Anchor Advisory Services
AlphaTrAI, an AI-driven technology solutions and services provider based in San Diego, has expanded its footprint by acquiring Anchor Advisory Services (“Anchor”), a scheduling...
Axtella adopts Sycamore Company’s Compensation Manager solution
WealthTech provider The Sycamore Company recently announced that Axtella, a network of two broker-dealers and an RIA, has adopted Sycamore’s Compensation Manager solution to...
FusionIQ and interVal Team Up to Target Next Big Digital Gold Rush
In a world where trillions of dollars are poised to shift from one generation to the next, the stakes for financial advisors have never...
PreciseFP’s New Referral Program Wants More Advisors in the Fast Lane
Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community-driven...
Bridgemark Strategies Continues Growth Momentum With Key Hires After Launch of Bridge Marketplace Advisor...
Bridgemark Strategies has broadened its team of advisor-facing specialists, adding Jason Hawn, Timari Robison and Travis Boak as recruiting consultants. This expansion comes less than a year after...
Genstar Capital Takes on Docupace
The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...
Smarsh Works With OpenAI to Create Solution for ChatGPT Enterprise Compliance
Smarsh, a Portland, Oregon-based provider of communications data and intelligence technology, announced it has worked with OpenAI to create a solution for enterprises in...
Compliance Technology Firm Smarsh Strengthens Partnership with Verizon
Digital communications and compliance firm Smarsh has strengthened its 10-year partnership with Verizon by making it easier for Verizon customers that are required to...
Wealth Management’s Cutting Edge: MMI/Barron’s Industry Awards Finalists Announced
Innovation is the currency that buys you a seat at the table.
Today, the Money Management Institute (MMI) and Barron's announced the finalists for the...
Stifel Independent Advisors Focuses on Female Leadership with Inaugural Women Owners’ Network Event
Stifel Financial Corp. announced the launch of the Women Owners’ Network (WON), an initiative designed to empower female advisors and executives. This first-time event,...