Essential Edge Appoints Alex David to Advisory Board
Santa Fe, New Mexico-based Essential Edge Compliance Outsourcing Services, a provider of third-party compliance services for broker-dealers and RIAs, has added wealth management industry...
Will Fed Chairman J. Powell Be Fired?
Imagine, if you will.....shortly before the election, the Chairman gets a call form the White House. The President would like a meeting. The President gives Powell an option; cut interest rates or be fired.
Successor Membership Program Expanded At Householder Group
Independent financial planning firm Householder Group Estate and Retirement Specialists LLC has announced the expansion of its Successor Membership Program, opening several new member...
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...
Gateway Foundation Honors Trailblazers in DEI
At its second annual Opening Doors Impact Night, the Gateway Foundation honored outstanding contributions to Diversity, Equity and Inclusion (DEI) within the investment management...
Advisor Tech Talk (Week of 4/15/24)
Out of the very extensive list of headlines in this week’s roundup of advisor tech news, one item stands out as...
The Week in Digital Wealth (4/15/24)
Industry tailspins are (no longer) a thing. It remains to be seen how this uptrend will be maintained, with partnerships dictating the pace of...
Decentralized Diaries for the Week of 4/15/24
Crypto compliance is still an ongoing journey, with regulatory efforts keeping pace with evolving innovations. That said, many actors still found ways to dodge...
Top 5 VC Deals of the Week in Fintech (4/15/24)
Green means GO!
Q1 '24 data is in, and late-stage startups attracted more VC funding than juniors. Spending is up (finally) while...
Matthew Gotlin Takes On the Role of Chief Investment Officer for Choreo
Matthew Gotlin, CFA®, has been named Choreo's Chief Investment Officer. According to a company release, Gotlin will lead a team that creates client solutions...