Industry Briefs

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...

Cybersecurity is a critical function at any wealth management firm, and at a firm as large as Advisor Group, with six subsidiary firms and well over 10,000 financial advisors nationwide, protecting sensitive or confidential data is no small task.

Fusion Financial Partners has launched Fusion Black Ops™, a confidential RIA launch services program designed to support breakaway advisor teams on their transition to independence. Originally built for teams with assets upwards of $1 billion, and now available for teams of all sizes, the turnkey program delivers a complete collection of RIA-focused consultative services including custom-built fintech stack, custodian/broker dealer coordination, compliance, legal referrals, asset mapping, website design, office technology and cybersecurity, launch project management, CTO expert advice and full-service project management.

Digital Wealth News™, a multi-tiered media platform covering the maturing fintech revolution, is pleased to announce that it will be airing a live broadcast of this year’s Global DeFi Summit, being held on June 24, 2021, beginning at 11am ET.

ADCM, DBA Willow, a registered investment advisor focused on socially and environmentally responsible wealth management is partnering with Blockchange Inc, the digital asset management platform for professional wealth managers, to launch a Separately Managed Account (SMA) option for digital assets

SINGAPORE, July 6, 2020 /PRNewswire/ -- Triterras today announced that its Kratos™ marketplace has surpassed $6.6 billion of trade and trade finance transaction volume since going live in June...

BOULDER, Colo. and LOS ANGELES, Aug 28, 2023 — Money News Network and Magnifi announced today a first-of-its-kind podcast, “Money Assistant,” hosted by renowned financial...

In a move toward modernizing its financial services, OnPoint Community Credit Union has announced a partnership with FusionIQ to bring advanced wealth management tools...

NORTH HOLLYWOOD, Calif., Sept. 9, 2020 /PRNewswire/ -- UNest, the breakthrough mobile app that helps parents invest in their children's future, today announced its acquisition...

Lance was built by a team of former freelancers based on the insight that the market is still struggling to manage everyday cash flow and income documentation across multiple income streams.