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...
Advisor Group’s Peter Clemson Intensifies Focus on Digitization of Service Experience
The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long marathon to improve the platforms, tools and solutions professionals use to serve their clients.
Bryce Catalyst Leads Growth Funding Round for Award-Winning, Female Founded Tech Company Vital4
Co-Founded in 2016, by Kristin Stafford and Amy Barbieri, Vital4 offers AI-driven data screening, monitoring and due diligence...
Smarsh Unveils Partner Ecosystem to Help Firms Tackle e-Discovery
RegTech firm Smarsh this week announced the launch of a new partner ecosystem aimed at helping highly regulated companies confront their mounting e-discovery responsibilities.