Industry Briefs

The back-office software provider Docupace has new financial partners. The Homel, New Jersey-based fintech firm announced a “strategic majority investment” from Genstar Capital, a...

Marshall Wealth Management Group, a full-service independent wealth management firm, announced this week that it rebranded to Novus Wealth Group. The firm chose its name...

Smarsh, a Portland, Oregon-based tech company that enables regulated organizations to capture, archive and monitor data from business communications, recently unveiled an AI-powered tool...

Smarsh is shaking up the digital communications compliance landscape with its latest option: the Annual Services Plan (ASP). According to a recent announcement, this...

INDIANAPOLIS, IN – Sarson Funds is pleased to announce that they have received the Investor’s Choice award in...

Skience, the leading financial services solution and consulting provider, today announced it has hired two experienced business and technology professionals to meet the complex demands of the company's sophisticated financial services clientele and pursue new business opportunities in partnership with Salesforce.

Entreda, the provider of cybersecurity software, systems and cyber security training to wealth management firms and financial advisors, has acquired Privva, a privately-held firm that helps companies conduct cyber risk assessments through its cloud-based platform.

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...

Sales assistants are the lifeblood of many financial advisor businesses. Even so, few training programs exist to help...

For years, retail traders have had to make a choice: either stick with user-friendly platforms that limit access to professional-grade tools or graduate to...