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,...
Kovair Partners with Boomi to Add Cloud-based Application Development to its Platform
Kovair Software, a DevSecOps, DevOps, and Application Lifecycle Management enterprise, has joined the Boomi Technology Partner Program, bringing managed DevOps-as-a-Service to the Boomi Enterprise...
Vestmark and PureFacts Partnership Optimizes Billing for Wealth Management Industry
Fintech firms Vestmark, Inc., a provider of wealth management software and services, and PureFacts Financial Solutions, which delivers revenue management, enterprise reporting, and insights...
Emerging Asset Management Leaders to Gather for MMI Annual Seminar
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
Arlington, TX – June 5, 2024 – First Rate, a global leader in WealthTech providing AI reporting and compliance services for the wealth management...
MMI Executive IQ Capstone Innovation Project Develop Solutions
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
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
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...