Digital Marketing for FAs in the SEC’s New Normal
By Laurie Ehrbar
After much fanfare, the SEC's new marketing rule will go into effect...
Docupace Completes Half a Million Client Accounts Transitions using Automated Program
The Los Angeles-based fintech and digital operations software firm Docupace recently completed the successful transition of 500,000 client...
Leap Launches Full-Services Website and Digital Education Platform
The Los Angeles-based fintech and real estate investment firm Leap Analytics recently launched
its full-service website. Leap’s site includes access to free financial education resources and
information regarding its customized Home Equity Agreements (HEAs).
Smarsh Taps Kim Crawford Goodman as New CEO
Smarsh has a new CEO, with the digital archiving and capture firm announcing Thursday that it appointed Kim Crawford Goodman to the role. She replaces Brian Cramer, who will transition to the company's board of directors.
Digital Wealth News Expands its Industry Thought Leadership Platform
BOZEMAN, Mont., May 25, 2022 /PRNewswire/ -- Digital Wealth News, a multi-tiered media platform spotlighting news, thought leadership, partner content and...
Taking a Leap: A Tech-Driven Liquidity Solution for Homeowners
The recent interest rate hikes from the Federal Reserve have driven the cost of traditional mortgages up significantly,...
Hightower Selects TIFIN Clout as its Personalized Digital Marketing Platform
CHICAGO – May 17, 2022 – Hightower, one of the nation’s largest registered investment advisors (RIAs), today announced that it...
LaSalle St. Opens Technology Learning Center
LaSalle St., a Chicago-based group of wealth management firms, introduced its new Technology Learning Center earlier this week....
In One Word: Trust
IMPACT
“Do you have a minute?” asked your manager.
You must have...
Platform Seeking to Connect Institutional Investors, Wealth Managers with Alternative Asset Managers Now Live
AltsAxis has announced that its Axis platform, the company's mobile-centric software offering, is now live.