NEWS BRIEF 4

LaSalle St. Opens Technology Learning Center

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LaSalle St., a Chicago-based group of wealth management firms, introduced its new Technology Learning Center earlier this week....

In One Word: Trust

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IMPACT “Do you have a minute?” asked your manager.  You must have...
NEWS BRIEF 2

Platform Seeking to Connect Institutional Investors, Wealth Managers with Alternative Asset Managers Now Live

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AltsAxis has announced that its Axis platform, the company's mobile-centric software offering, is now live.
NEWS BRIEF 4

Practifi Unveils Brand Evolution and Expanded Platform Capabilities for RIAs and Enterprise Firms

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CHICAGO, April 27, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry,...
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ComplySci Publishes 2022 CCO Playbook

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ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its...
NEWS BRIEF 6

d1g1t Adds Three U.S. Senior Leaders, Continues Breakneck Growth

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Toronto-based, global wealthtech platform d1g1t, Inc. announced the addition this week of three U.S.-based leaders.
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Harbor Capital Advisors Partners with TIFIN’s AI-Powered Digital Distribution Solutions to Transform the Asset...

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BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers...
NEWS BRIEF 2

Smarsh Enables Enterprise Organizations to Unlock More Compliance Capabilities for Zoom Meetings

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PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications data,...
NEWS BRIEF 3 Industry

Bill Parsons Joins Fintech TIFIN as EVP & General Manager of TIFIN Grow

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BOULDER, Colo., March 29, 2022, TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor...
news brief 1

Orion Launches the Orion Network, a New Digital Platform to Help Independent Advisors Make...

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OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a...