Home Search
Stere - search results
If you're not happy with the results, please do another search
THE TIFIN GROUP Launches New Fintech Platform to Reshape Financial Media
The TIFIN GROUP, a fintech platform with over ten active operating companies for the asset and wealth management industry, announced the launch of FinancialAnswers.io.
Advisor Tech Talk (6/2/21)
AdvisorTech-focused firms have been busy in the capital markets, doing M&A deals, raising equity and debt, pursuing bank licenses and jumping on the SPAC bandwagon.
SIMON Leverages Digital Experience and Network Reach to Design Cryptocurrency Educational Platform for Wealth...
SIMON Markets LLC (“SIMON”) today announced it will integrate cryptocurrency education into its leading-edge fintech platform for wealth management professionals, delivering on what firms and their financial professionals have been asking for amidst a rapidly growing market.
Future Crypto Regulations Take Center Stage in Wealth Management
Crypto is on a roll across the wealth management space, as Wall Street financial institutions, independent broker-dealers and RIA firms increasingly explore how to offer crypto-based financial products and strategies.
Smarsh Enables Compliant Adoption Of Microsoft Teams As Regulated Organizations Migrate From Legacy Collaboration...
Smarsh®, enabling organizations to manage the risk and uncover the value within their electronic communications, announced today that it is seeing unprecedented adoption of its Connected Capture solution for Microsoft Teams.
FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC...
FMG Suite, a SaaS company specializing in marketing software and services for financial professionals, and its recently acquired brand Twenty Over Ten today announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing.
How RIAs Can Simplify Compliance With Software
Let’s start by exploring some of the common compliance challenges faced by RIAs. It is these challenges that dedicated software needs to help address, so that RIAs can focus on delighting their clients and growing their businesses.
CircleBlack Partners with Robertson Stephens to Launch the Firm’s Wealth Management Digital Hub
CircleBlack has partnered with Robertson Stephens to serve as the firm’s digital hub, including a one-stop client portal as well as a centralized platform that seamlessly connects various third-party applications.
Publisher Notes For 4/14/21
Friends, a GINORMOUS week in the digital wealth sector as we wait for the Coinbase public offering to roll out on Wednesday.
Kingswood U.S. Passes $2B AUM Mark; Discusses The Next Big Thing in Fintech
Kingswood U.S. is a network of wealth management firms that includes two SEC-registered RIAs and two FINRA-licensed broker-dealers collectively overseeing more than $2.1B in assets