Industry Briefs

The Pittsburgh-based NewEdge Capital Group says its “range of affiliation models” have been critical in driving record recruiting results for the 2022 full year,...

Leap Analytics, the fintech real estate investment firm that aims to empower underserved communities, recently launched a tech-enabled, four-part educational video series designed to...

At this week’s OneVoice event, held in Orlando Florida, discussions that were both part of the formal agenda and informally among attendees contained a truly elevated sense of purpose and urgency on a wide range of topics – Including technology.

IMPACT “Do you have a minute?” asked your manager.  You must have...

ed AI-enabled digital assistant platform provider for the wealth management and insurance industries, CogniCor, recently launched a first of its kind “knowledge graph” for the wealth management industry to support its range of digital assistants. This new product gives AI-enabled digital assistants context and background information to support RIAs and IBDs, enabling the assistants to learn quickly and integrate seamlessly into firms’ operations, according to the company’s release.

Consolidation in the RIA market continues to prove an intriguing hot topic, no matter the prevailing wisdom regarding potentially negative effects of economic policy...

A Novel Financial EdTech Platform Bringing Incentivized Learning To Financial Professionals, Business Executives And Modern-Day Investors/Consumers (“Investumers”)

Capital Brokerage, a national life insurance and annuity distribution company, announced this week that it is acquiring Quotacy, an insurtech firm.  The transaction also includes the acquisition of Hallett Financial Group, a life insurance brokerage general agency owned by the same family that launched Quotacy.

he fintech space is increasingly attracting well-established C-suite leaders from wealth management firms.  And the recent move by Susan Theder, the outgoing CMO of Advisor Group, to become Chief Marketing and Experience Officer at FMG Suite, the venture capital-backed provider of digital marketing solutions to wealth management and insurance firms, fits within this budding trend.

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