Sycamore Launches Surveillance Platform to Support Broker-Dealers in Monitoring Advisor Activity
Third-party wealthtech provider The Sycamore Company has introduced a surveillance platform designed to help broker-dealers mitigate risk by elevating their ability to surveil, detect...
Technology Demands Helped Fuel Record Year for M&A, New Report Finds
Financial advisors’ desire for bigger and better technology platforms helped fuel merger and acquisition activity last year, according to a report by Berkshire Global...
FusionIQ appoints Sloan Shanahan as Chief Revenue Officer
Wealthtech provider FusionIQ announced key leadership appointments in 2024 to support its continued growth and market innovation. In December, Sloan Shanahan was named Chief...
Honoring the Legacy of Patrick D. Mahoney: A Visionary Leader in Financial Planning
The financial planning industry has lost a transformative leader. Patrick D. Mahoney, CEO of the Financial Planning Association (FPA), passed away on Saturday after...
Choreo Launches Automated, Tax-Aware Management Solution
Choreo, a national RIA with approximately $24.6 billion in assets under management and advisement as of last year, launched its new Choreo Tax Advantage, a “first-of-its-kind...
Sanctuary Wealth Enhances Technology Offering With Bny Pershing Platform Integration
Indianapolis-based Sanctuary Wealth recently announced the expansion of its Sanctuary One wealth management platform by leveraging BNY Pershing's Wove technology. The new arrangement with...
Credit Unions Bet on WealthTech: OnPoint Partners with FusionIQ
In a move toward modernizing its financial services, OnPoint Community Credit Union has announced a partnership with FusionIQ to bring advanced wealth management tools...
Strive’s Direct Indexing Now on Fidelity and Schwab
Financial innovation is intersecting with technology in the investment management space: Strive Asset Management's latest announcement to bring its Direct Indexing, powered by Vestmark...
Prudential Advisors and LPL Financial Set New Digital Benchmark in Wealth Management Collaboration
In an industry-first move, Prudential Advisors, the retail arm of Prudential Financial, Inc. (NYSE: PRU), and LPL Financial (Nasdaq: LPLA) have completed their strategic...
Traders Can Now Create and Deploy Customizable Order-Routing Algorithms Via TradingBlock
TradingBlock has announced that traders on their platform can now deploy customized order-routing algorithms to meet their specific needs. The capability is available to...