AdvizorStack: An Outsourced CTO for Small- to Midsized RIAs
Throughout his 30+ year financial services career, AdvizorStack CEO Paul DeMaio never considered himself a disruptor. All that changed in 2022, when Paul, along...
Fresh Finance and Wealth Management GPT Announce Integration
Fresh Finance, a leading financial technology company, has forged a strategic alliance with Wealth Management GPT, a global provider of generative AI solutions for...
Tim Bowman Becomes New Chief Financial Officer for Realta Wealth
Tim Bowman has been hired as the new Chief Financial Officer for Realta Wealth, an independent wealth management firm run by CEO Kevin Keefe....
Marshall Wealth Management Group Becomes Novus Wealth Group
Marshall Wealth Management Group, a full-service independent wealth management firm, announced this week that it rebranded to Novus Wealth Group.
The firm chose its name...
Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions
Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...
Can NIST Guidelines Keep AI Trustworthy?
Ever since ChatGPT became the fastest growing app in history, artificial intelligence has captured the world’s imagination. The expected implications of AI vary depending...
STRATIFI ANNOUNCES STRATEGIC PARTNERSHIP WITH iQUANT
StratiFi, a risk analysis and compliance technology platform, has announced a strategic partnership with iQUANT.
The collaboration aims to provide added value to mutual customers...
Money Management Institute Launches Program for NexGen Investment Professionals
The Money Management Institute (MMI) has launched a three-week development program called Academy for investment professionals in the early stages of their careers. Academy...
Householder Group Surpasses $1 Billion in New Client Assets with Latest Acquisitions
Householder Group Estate and Retirement Specialists, an independent financial planning firm, has achieved a significant milestone in its growth trajectory by surpassing $1 billion...
Diversify Advisor Network Announces Kevin Bendix as Chief Legal Officer
Kevin Bendix has joined independent wealth management firm Diversify Advisor Network as Chief Legal Officer. According to a press release issued by the firm,...