Sarson Funds is officially recognized as a Top Performer in the 2022 Investors Choice...
INDIANAPOLIS, IN – Sarson Funds is pleased to announce that they have received the Investor’s Choice award in...
TD Ameritrade Veteran Jim Dario Joins SageView to Drive Wealth Management Growth
Long-time custody space leader Jim Dario was recently named the Head of SageView Advisory Group's rapidly growing comprehensive...
DWN Op-Ed: No Excuses for Lack of Preparation on the SEC’s New Cybersecurity Rules
By Sid Yenamandra
There's no question that cybersecurity is fast-moving space in general, and that...
Oppenheimer Advances Digital Transformation with Launch of Investor Gateway
Last week, New York-based global investment bank and wealth manager Oppenheimer & Co. announced the launch of Investor...
d1g1t AND FUTUREVAULT TEAM TO PRODUCE INTEGRATED WEALTHTECH EXPERIENCE
d1g1t and FutureVault have formed a new strategic partnership.
The two Toronto-based companies announced last week they are teaming together to provide firms and advisors an integrated offering that combines d1g1t’s portfolio management, trading, reporting, risk and analytics tools with FutureVault’s document sharing and retention capabilities.
In One Word: Impact
Jim Henson, Dr. Martin Luther King, Steve Jobs, Rosa Parks, Amelia Earhart, Walt Disney, Jackie Robinson – all luminaries, all visionaries, all dreamers…
Prospera Hosts Annual Sales Associate University
Sales assistants are the lifeblood of many financial advisor businesses. Even so, few training programs exist to help...
Exodus Begins Trading on Securitize Markets
March 16, 2022 – Exodus (the “Company”), the leading non-custodial cryptocurrency software platform, and Securitize Markets (“Securitize”), the...
JIFFY.ai Raises $53 Million in Funding as Part of Series B Round
PALO ALTO, CA – – JIFFY.ai, an award-winning app-based low-code/no-code intelligent automation platform, today announced that it has raised...
Atria’s Tech Tools Drive Recruiting Growth for Credit Union-Focused Subsidiary
Seeing as many as a dozen potential and current clients on a given day, financial advisors working within...