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Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets

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

Miracle Mile Advisors Continues to Expand its Leadership Team, Tapping Former RBC Executive, Nate...

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For the second time in a month, national RIA Miracle Mile Advisors has announced an addition to its leadership team, naming Nate Angelo as...

StratiFi Appoints Former e-Money Sales Exec to Lead Sales and Biz Dev

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San Francisco-based risk management platform company, StratiFi recently announced it has hired Sarah Gribben to serve as Director of Sales and Business Development. Gribben will leverage...

REAL CLEAR CRYPTO: XRP Off the Ropes as SEC Gets Stumped

A New York judge last week delivered what many digital asset investors saw as a landmark victory in determining that XRP, a cryptocurrency Ripple Labs, was “not necessarily a security on its face” as proscribed by the Howey Test.
NEWS BRIEF 3 Industry

FusionIQ Blueleaf integration to Drive Digital Transformation and Enhance UX

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FusionIQ, the Woburn, Massachusetts provider of cloud-based wealth management solutions and self-described “all-in-one digital platform” for financial advisors and institutions, launched a strategic integration...

Sixth Annual Wyoming Blockchain Stampede & WyoHackathon Sept. 11-15 at University of Wyoming |...

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Trends in blockchain and related technologies involving Web 3.0, artificial intelligence, cybersecurity, banking and finance, digital assets and esports are among the topics that...

REAL CLEAR CRYPTO: Onboarding the Next 100 Million Crypto Users With Web3 Gaming

The rise in gaming economies has led to many companies attempting to reinvent the ways in which gamers spend money on improved digital experiences and accrue in-game value over their playtime.

Stratos Private Wealth Launches to Expand Ultra-high-net-worth Client Capabilities through Scale

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Stratos, a consortium of companies supporting financial advisors across multiple business models and affiliations, has secured a majority stake in BWM Financial, and used...

BACK OFFICE HEROES: Making Operational Excellence Your Strongest DIfferentiator

Operational excellence seems like a lofty goal for many firms, but putting it into practice is not only possible — it’s necessary to reach growth opportunities and provide a top-tier client experience.
NEWS BRIEF 3 Industry

AlphaTrAI Expands Leadership Team With Addition of Anjun Zhou and José Pierre

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AlphaTrAI, a technology company that applies artificial intelligence to deliver business solutions and products to the financial industry, recently announced the appointment of Anjun...