In a strategic move aimed at accelerating its presence in wealth management, FusionIQ has announced Eric Noll as its new Chief Executive Officer, replacing Mark Healy. T…
TradingBlock, a Chicago-based provider of custom trading technology solutions for institutions, individuals and RIAs, recently announced the launch of its new executing…
Smarsh, a Portland, Oregon-based tech company that enables regulated organizations to capture, archive and monitor data from business communications, recently unveiled a…
The New Haven, Connecticut-based Centel Wealth Advisory, a practice with over $2.2 billion in individual client and institutional assets, joined Sanctuary Wealth, the fi…
The former Financial Services Institute (FSI) executive, Christ Paulitz, joined Haven Tower Group's board of advisors, the communications, marketing and brand strategy a…
NEW YORK--(BUSINESS WIRE)--The Arkin Group (“TAG”)— a boutique strategic intelligence firm led by a former CIA leader Jack Devine— is proud to bring the wealth managemen…
Surge Ventures, the Menlo Park-based FinTech venture studio, recently announced that its inaugural venture, RegVerse, has expanded its Avery platform by launching the Fu…
In a move to solidify its position in digital communications data and intelligence, Smarsh has announced the opening of its latest Center of Excellence in Costa Rica. Th…
AlphaTrAI, an AI-driven technology solutions and services provider based in San Diego, has expanded its footprint by acquiring Anchor Advisory Services (“Anchor”), a sch…
WealthTech provider The Sycamore Company recently announced that Axtella, a network of two broker-dealers and an RIA, has adopted Sycamore’s Compensation Manager solutio…
In a world where trillions of dollars are poised to shift from one generation to the next, the stakes for financial advisors have never been higher. Enter FusionIQ and i…
Client engagement and data-gathering software PreciseFP is launching a peer referral program. Announced this week, the initiative seeks to harness the power of community…