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Voyager Digital Ltd. a publicly traded, licensed crypto-asset broker that provides investors with a turnkey solution to invest in crypto assets, today announced that Assets Under Management (AUM) have surpassed $100mm, up 20X from $5mm at the end of December

The Utah-based Diversify Advisor Network recently announced that Key Advisors Wealth Management, a Delaware-based fee-only firm with $645 million in assets under management, is...

At its core, TIFIN AG exists to bring more people into the world of financial advice. We achieve this by creating machine learning models that generate insights, signals, and intelligence to help wealth enterprises grow faster.

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...

Last year saw a convergence of elements in the wealth management space that, individually, would disrupt how investment managers and wealthtech providers operate. Together,...

By: The Wealth Mosaic Our survey of C-suite/C-level executives across the various segments of the wealth management industry in the US pinpointed the importance of...

FusionIQ, a cloud-based wealth management solutions provider, is bringing its FusionIQ One platform to Canada. According to the company, its all-in-one platform with four...

ST. LOUIS, Aug. 3, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited...

BOULDER & NEW YORK, May 11, 2023 — TIFIN Wealth, the AI engine for organic growth, has announced a partnership with NAPFA. In an aim to support...

Research suggests that proactive & frequent communication with clients leads to higher satisfaction, and as communication frequency increases, we see customer satisfaction scores increase by 52 percent.