Marketing technology for financial advisors and wealth management firms, which exploded in popularity during COVID-19 social distancing and remote work policies, arguabl…
[caption id="attachment_16208" align="alignleft" width="110"] Steve Pirigyi[/caption] Parthenon Capital-backed NewEdge Advisors announced the appointment of Steve Pir…
Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launc…
New York-based Kingswood U.S., a $3 billion network of wealth management firms, recently announced the addition of a Covered Securities Submission Portal on its automate…
BOULDER, Colo. & NEW YORK, Nov. 1st, 2022 -- TIFIN, the fintech platform known for its highly engaging products fueled by advanced data science and machine learning,…
The Woburn, Massachusetts-based FusionIQ, a digital investment platform that gives financial advisors the ability to “deliver a personalized, end-to-end investment exper…
OMAHA, Neb., Oct. 20, 2022 – Orion Advisor Solutions today unveiled the initial three-day agenda and speaker line-up for Orion Ascent 2023, the financial industry’s sign…
The leaves aren’t the only things changing this fall. As the wealth management and wealthtech industries moves into the fourth quarter, they face an extremely volatile p…
The Parthenon Capital-backed independent RIA Choreo, which formerly operated as RSM US Wealth Management LLC, has partnered with San Diego-based FMG to launch a multi-ch…
Los Angeles-based fintech and wealthtech operations software provider Docupace, named several new executives and management team leads to support the company’s strategic…
BOZEMAN, Mont., Sept. 20, 2022 -- Digital Wealth News, a multi-tiered media platform combining news, thought leadership, partner content and industry press – with a focu…
In the highly competitive and consolidating wealth management industry, firms that can leverage advanced analytics to organize and surface mission-critical data will com…