Home Search
Compa - search results
If you're not happy with the results, please do another search
The Grail With Keith Gregg (11/4/20)
The art of Independence is not going it alone, surrounding yourself with other like minded and successful business owners. Leveraging the strength of the collective network to assist you in capturing the elusive economies of scale that no one small firm can achieve by themselves...
Fintech Luminaries – Meet Jason Lish of Advisor Group
We'd like you to meet Jason Lish, Chief Security, Privacy And Data Officer of Advisor Group, the nation's largest network of independent financial advisors serving over 11,000 advisors and overseeing $450 billion in client assets...
The Taylor Report (10/28/20)
Without stating the obvious, the main focus of late has been COVID-19. More cases, second (third) wave, lock downs(?), stimulus packages(?) and markets reacting emotionally. Enough already. Quietly, have you noticed commodity prices?
Orion’s New User Interface Reimagines Advisor Experience
A core goal of the new interface was to provide users with more flexibility and options for personalization. To support this, advisors will be able to build their own home-screen experience...
Fintech Luminaries – Meet Dara Albright
Dara Albright is one of the earliest pioneers of the crowdfinance movement. Her leading-edge articles, white papers, webinars and acclaimed industry conferences helped birth and continue to cultivate the crowdfinance industry...
INX to Acquire Openfinance Securities, LLC
INX Limited, the global blockchain-based platform for trading digital assets, announced today it has signed a term-sheet for the acquisition of Openfinance Securities LLC, a registered U.S. broker-dealer operating a registered FINRA/SIPC member, with an alternative trading system (ATS) ...
CircleBlack Expands Sales & Marketing Team to Support Domestic and International Growth
CircleBlack, the digital wealth management and financial data aggregation platform for financial advisors and their clients, today announced it has added two industry veterans, Ken O'Brien and Claudine Martin to its management team..
LaSalle St. Launches Guidetrack Financial Planning Platform To Provide Technology-Enhanced Financial Planning Experience For...
Platform Uses Digital Advice Solution from Fidelity InstitutionalSM and eMoney Advisor
The Taylor Report (10/20/20)
While everyone is watching and waiting for some magical insight to guide them in regards to the INSANE EQUITY MARKETS, have you noticed commodity prices? Inflation harbinger of future price increases...
Crowdfunding Rises to Challenge in Wake of COVID Venture Belt Tightening
The metrics are now largely in for capital market trends in Q2 and, at the lower end of the market at least, tell a compelling story of fundamental shifts in private capital raising...