Tech Focused Banking and Entrepreneur Joins Kingswood U.S. In-House Investment Banking Group
Kingswood U.S. continues its recent expansion of its in-house investment banking group, Kingswood Investments, with the appointment of Craig Kaufman as a Managing Director. ...
Capintel Launches Holistic Digital Wealth Platform
CapIntel, a leading financial technology company dedicated to improving fund analysis, proposal generation, and day-to-day workflow efficiency for financial services wholesalers and investment advisors,...
CoastalOne Names Chief Product Officer
Yanni V. Bousnakis is now CoastalOne’s first ever Chief Product Officer. Most recently, with Kestra Financial, Bousnaski joins the growing independent wealth management firm, to expand its wealth...
Money News Network and Magnifi Join Forces to Understand American’s Money Questions and Help...
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...
RightCapital and PreciseFP Launch Data Integration Partnership
RightCapital, a financial planning software provider, and PreciseFP, the client engagement and data gathering platform from Docupace, recently announced a bi-directional data integration partnership.
A new Application...
New hires follow TIFIN AMP’s Series A with Motive Partners in June of 2023
BOULDER, Colo. and NEW YORK, Aug 17, 2023 – TIFIN AMP, the leading artificial intelligence (AI) platform for the intelligent distribution of funds, is thrilled to announce...
LaSalle St.’s Technology Learning Center Adds Concierge Service
Last spring, the Chicago-area wealth management firm LaSalle St. announced a new Technology Learning Center which offered affiliated advisors a comprehensive set of learning...
TIFIN Welcomes New Executives to the Leadership Team to Accelerate Its Mission of Impact...
These appointments follow the recent announcements of J.P. Morgan-backed TIFIN.AI to drive thematic generative AI-focused innovation in the financial services industry and the Hamilton...
Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets
ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited...
Fintech Real Estate Firm Launches Training Series for Commercial Realtors
The Los Angeles-based fintech real estate investment firm, Leap Analytics, recently launched an educational training series for commercial Realtors. The new program focuses on how...