Smarsh Names Vinay Mehta Chief Technology Officer
Smarsh, the Portland, Oregon-based digital communications compliance and intelligence firm, appointed Vinay Mehta as Chief Technology Officer, this week. He will lead the global Smarsh...
Sixth Annual Wyoming Blockchain Stampede & WyoHackathon Sept. 11-15 at University of Wyoming |...
Trends in blockchain and related technologies involving Web 3.0, artificial intelligence, cybersecurity, banking and finance, digital assets and esports are among the topics that...
Ronald Blue Trust Partners with TIFIN Wealth to Launch BlueGive Donor-Advised Fund Platform
TIFIN Wealth, the AI engine for organic growth, has announced an expansion to its partnership with wealth management and trust services firm Ronald Blue...
Advisor Group Announces Brand Reveal Date
In April, Advisor Group formalized its plans to consolidate its network of firms under one new brand – promising wide-ranging benefits from tech consolidation...
Smarsh Combines Privva and Entreda Subs
Smarsh earlier this week announced that it has combined subsidiaries Privva and Entreda with the company’s professional archive platform. The move results in one...
Growing RIA Launches Choero Partner Alliance
Choreo announced last week that it has launched the Choreo Partner Alliance, a program intended to provide CPA clients with access to wealth management...
CapIntel Positioned to Grow Industry Leadership in Digitally-Enabled Proposal Generation for Financial Advisors
CapIntel, the Canadian tech-enabled turnkey client proposal firm, is making waves across the U.S. wealth management industry. The firm tells Digital Wealth News that...
Mobiloil Credit Union joins Atria’s CUSO Financial
The southeastern Texas-based $1 billion Mobiloil Credit Union (Mobiloil) joined Atria’s CUSO Financial (CFS) to gain access to its award-winning advisor and member technology...
Stratos Private Wealth Launches to Expand Ultra-high-net-worth Client Capabilities through Scale
Stratos, a consortium of companies supporting financial advisors across multiple business models and affiliations, has secured a majority stake in BWM Financial, and used...
TIFIN Wealth announces free access to personalized investments for NAPFA-aligned advisors with less than...
BOULDER & NEW YORK, May 11, 2023 — TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA. In an aim to support...