Commonwealth’s Record-Breaking 2022 Saw Year-Over-Year New Assets Nearly Double
How good of a year was 2022 at Commonwealth? One for the record books.
Last year, the Commonwealth Financial Network® posted the highest recruiting results...
Clients Crave Alternative Investments, Make Sure They Have Access to the Right Ones
By Michael Nessim and Douglas Blake, Kingswood U.S.
Interest in alternative investing is higher than ever, with advisors being asked more and more to include non-correlated assets in their clients’ portfolios. After years of...
Pacific Life Mobilizes Technology and Product Innovation to Drive New Relevance for Annuities Across...
While the RIA landscape continues its brisk pace of growth and innovation, one notable product line has been slow in evolving to meet the...
Sanctuary Wealth Appoints Industry Veteran And Fintech Entrepreneur Adam Malamed As Chief Executive Officer
Indianapolis-based Sanctuary Wealth, a leading national network of independent wealth managers, has named financial services veteran Adam Malamed as its new Chief Executive Officer,...
TIFIN Announces Strategic Collaboration with Morningstar to Enhance its AI-Powered Distribution Platform
BOULDER & NEW YORK, Feb 1st, 2023 — TIFIN, the AI Wealth platform, announced today a collaboration with Morningstar to bring real-time, aggregated industry trend...
Mike Zebrowski Joins Docupace as Chief Operating Officer
Docupace, the cloud-based fintech digital operations software company for the wealth management industry hired Mike Zebrowski to serve as its Chief Operating Officer. Zebrowski represents...
IN MEMORIAM: Gavin Spitzner, Wealth Consulting Partners
Digital Wealth News is saddened to report the passing of wealthtech industry titan and friend, Gavin Spitzner. Spitzner was the founder of Wealth Consulting...
How the Pandemic Changed In-Person Events – For the Better
The conferences and events came to an abrupt halt in March 2020 as the COVID-19 pandemic brought travel – and spending – to a...
The Future of TAMPs in 2023 and Beyond
As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...
COMPLY C-Suite Appointments Support Continued Integration
COMPLY, a New York-based provider of compliance software, consulting and education resources for the financial services sector comprised of ComplySci, RIA in a Box,...