Practifi Unveils Brand Evolution and Expanded Platform Capabilities for RIAs and Enterprise Firms
CHICAGO, April 27, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry,...
ComplySci Publishes 2022 CCO Playbook
ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its...
d1g1t Adds Three U.S. Senior Leaders, Continues Breakneck Growth
Toronto-based, global wealthtech platform d1g1t, Inc. announced the addition this week of three U.S.-based leaders.
Harbor Capital Advisors Partners with TIFIN’s AI-Powered Digital Distribution Solutions to Transform the Asset...
BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers...
Smarsh Enables Enterprise Organizations to Unlock More Compliance Capabilities for Zoom Meetings
PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications data,...
Bill Parsons Joins Fintech TIFIN as EVP & General Manager of TIFIN Grow
BOULDER, Colo., March 29, 2022, TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor...
Orion Launches the Orion Network, a New Digital Platform to Help Independent Advisors Make...
OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a...
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...