DFPG Investments, the Utah-based, full-service independent wealth management firm announced that it has launched Diversify Advisor Network as part of its long-term growt…
The New York-based compliance software, consulting and education resource company COMPLY recently announced the launch of a digital asset trade monitoring program. Worki…
CogniCor, the Palo Alto-based provider of artificial intelligence-enabled digital assistants and business automation platforms for the financial services industry, annou…
Six months after its merger with Ropes Wealth Advisors, Boston-based Adviser Investments announced its rebranding as RWA Wealth Partners. The independent wealth manageme…
Bridgemark Strategies, an independent consultancy that supports transitions and M&A in the financial advisory space, recently launched a free, curated database of fi…
LOS ANGELES – October 24, 2023 – Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces the continue…
AlphaTrAI, a technology-driven asset management firm that delivers results through transformative artificial intelligence, recently announced that Dr. Henrik Christensen…
As industry consolidation continues apace and wirehouse breakaway recruiting wars intensify, it is clear that technology and digital solutions comprise a compelling part…
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 te…
Since the phenomenal success of ChatGPT earlier this year, Artificial Intelligence (AI) has not only been thrust into the headlines but into the imaginations of business…
Sanctuary Wealth, the Indianapolis-based wealth management firm, has added another former wirehouse executive to its leadership team. Chris Shaw, previously a Morgan Sta…
Atria Wealth Solutions’ subsidiary CUSO Financial Services (CFS) announced another significant renewal of a large regional credit union. The North Carolina-based Coastal…