x - search results

The concept of direct indexing has emerged as a promising avenue for portfolio solutions providers. However, debates surrounding the use of Separately Managed Accounts...

FiduciaryxChange, a firm that helps 401(k) plan sponsors, advisors, and administrators effectively meet their obligations, has registered more than 50 Pooled Employer Plans (PEPs)...

In the ever-evolving landscape of cryptocurrency, the Biden administration's budget proposal for 2025 has sparked significant interest and debate.

This year will likely witness a surge in demand for various types of marketing software that can effectively address an organization's emerging needs.

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...

Kevin Bendix has joined independent wealth management firm Diversify Advisor Network as Chief Legal Officer. According to a press release issued by the firm,...

Every so often, a token surfaces that captures our collective attention, and today, that token is Solana’s decentralized exchange (DEX) aggregator, Jupiter.

Vestmark, Inc., a portfolio management and trading solutions provider, and Invesco Ltd., a global investment management firm, have announced a partnership whereby RIAs using...

The advent of the Apple Vision Pro, coupled with applications like OTOY's Archive and the Render Network, exemplifies a remarkable convergence of extended reality (XR), cryptocurrency, and digital creativity.

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