Wealthtech Executive Moves
The week after Thanksgiving brought several high-profile executive announcements across the fintech and wealthtech spaces.
Smarsh, the digital communications content-focused regtech enterprise, continues to expand...
Money News Network and Magnifi Join Forces to Understand American’s Money Questions and Help...
BOULDER, Colo. and LOS ANGELES, Aug 28, 2023 — Money News Network and Magnifi announced today a first-of-its-kind podcast, “Money Assistant,” hosted by renowned financial...
Kingswood U.S. Expands Tech-Enabled Alts Offerings with New Portal Launch
New York-based Kingswood U.S., a $3 billion network of wealth management firms, recently announced the addition of a Covered Securities Submission Portal on its...
Berkshire Global Advisors FinTech Practice Sees WealthTech M&A Resuming
The fintech sector remains fragmented, signaling a significant opportunity for mergers and acquisitions to drive efficiency and growth. Even as increased interest rates push...
Securechain Launches Finmail Mailbox to Send Digital Currency by Email
Finmail Mailbox integrates both email and a digital currency payment feature, so that people can use their mailbox and email address to send and receive emails as well as digital currencies such as Bitcoin and USDT.
FusionIQ Launches Digital First TAMP
Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...
Growing RIA Launches Choero Partner Alliance
Choreo announced last week that it has launched the Choreo Partner Alliance, a program intended to provide CPA clients with access to wealth management...
Q&A: CogniCor Founder – AI Makes Advisors Better at Client Service
When Sindhu Joseph, Ph.D. founded CogniCor in 2018, her vision was to provide the financial services industry with the tools needed to alleviate the...
Financial Independence Group Partners with Carson Group to Provide Life Insurance, Annuities and More
Financial Independence Group, LLC (FIG), a leading financial services conglomerate, and Carson Group, one of the fastest-growing wealth advisory firms and financial planning ecosystems in the United States, have entered a strategic partnership to power Carson Group's insurance solutions.
Miracle Mile Advisors Continues to Expand its Leadership Team, Tapping Former RBC Executive, Nate...
For the second time in a month, national RIA Miracle Mile Advisors has announced an addition to its leadership team, naming Nate Angelo as...