Industry Briefs

AssetOwner.CO, the social collaboration platform for asset owners, announced that it has signed up global investors managing more than US$ 5.5 trillion on the platform, as of January 2021

Dosh, the fastest-growing automatic cash back platform that connects thousands of brands and retailers to millions of consumers, today announced a nationwide program that will offer a free advertising campaign to Black-owned businesses trying to spur sales as they reopen their brick and mortar locations throughout 2021.

To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion Advisor Solutions now offers Orion Planning, an intuitive, modern financial planning tool for advisors, free of charge to all advisors serving pro bono clients, regardless of whether they use Orion’s comprehensive wealthtech platform.

While the vast majority of US consumers (86 percent) are satisfied with their banks, they are increasingly open to working with new providers, including fintech companies and other non-bank providers, to address critical unmet financial needs.

Blockchange Inc. today announced the addition of fourteen new digital assets to its BITRIA™ Digital Turnkey Asset Management platform for registered investment advisors

Leading financial services firm FamilyWealth announces that Mugarian Investment Group, LLC (MIG), a wealth management firm with $65 million in assets under management/advisement has joined FamilyWealth.

Kingswood Acquisition Corp. ("KWAC"), a special purpose acquisition company (SPAC), has merged with broker-dealer aggregator Wentworth Management Services LLC (“Wentworth”) to create Binah Capital...

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, has partnered with FeeX to clear a path for advisors to efficiently manage and trade held-away accounts.

Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe....

While the RIA landscape continues its brisk pace of growth and innovation, one notable product line has been slow in evolving to meet the...