PreciseFP Announces Partnership with LPL Financial to Provide Advisors with Award-Winning Client Data-Gathering Solution
LOS ANGELES – July 20, 2023 – PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced a new partnership with LPL Financial. More...
New York Gives SoFi Green Light on BitLicense
SoFi Invest Adds New York to Portfolio of States for Crypto Trading
SAN FRANCISCO, Dec. 3, 2019 /PRNewswire/ -- New...
FusionIQ Introduces FIQ Freedom for Breakaway Advisors
FusionIQ, a provider of cloud-based wealth management solutions, recently launched FIQ Freedom on the FusionIQ One platform. FIQ Freedom was created to provide advisors...
INX Management Joined By Former Playtech CMO And M1 Finance Compliance Officer
INX Limited, the blockchain-based platform for trading digital securities and cryptocurrencies in accordance with SEC, FINRA and EU regulations, announced the appointment of Itai Avneri as Chief Operating Officer (COO) and Jon Rios as Chief Compliance Officer (CCO).
INTELLIGENCE FOR GROWTH: AI-Centric Tech Platform TIFIN Announces New President
TIFIN, a prominent innovator in AI-driven technology for the financial sector, has announced the appointment of Robert Pettman as its new Chief Revenue Officer...
Sanctuary Wealth Differentiates Firm with Technology
One year ago, Sanctuary Wealth, found itself in the middle of an unforeseen and abrupt change of executive leadership. Adam Malamed, former Executive Vice...
DWN Roundtable: How Digitally Enabled Alt Platforms Opened Doors in this Bear Market
As is tradition, the arrival of a Bear market gives rise to alternative investment (alts) platforms. The decade's...
Alphatrai Publishes White Paper On Investment Portfolio Construction Through Understanding Risk
AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, today announced the publication of its first white paper, titled “Portfolio Construction Based on the Management of Tail Risk.”
$15 Billion Summit-Backed Adviser Investments is Now RWA Wealth Partners
Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth management firm...
Strive’s Direct Indexing Now on Fidelity and Schwab
Financial innovation is intersecting with technology in the investment management space: Strive Asset Management's latest announcement to bring its Direct Indexing, powered by Vestmark...