OMAHA, Neb., September 19, 2022 – Orion Advisor Solutions’ inaugural Mind and the Market Investor Sentiment Survey reveals that 66% of investors have a positive frame of…
CHICAGO, September 13, 2022 – Practifi, a performance optimization platform for the wealth management industry, today announced the launch of its latest data visualizati…
Earlier this year, Docupace, a cloud-based digital operations provider for the wealth management industry, announced the completion of the 500,000-client account transit…
OMAHA, Neb., September 6, 2022 – Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, announced today a new strat…
It’s no secret that the SEC in recent months has become more aggressive on the enforcement front than at any point during the last five years. Some of its actions are…
The New York-based and K1-backed provider of regulatory technology and compliance for the financial services sector, ComplySci, announced an exclusive partnership with t…
(INDIANAPOLIS, IN) - Sarson Funds and Entoro Securities today announced a new partnership, with the expansion of Sarson Funds’ multi-manager digital asset investment pro…
By Michael Partnow My amazing wife MaryAnn is better known to many as Miss MaryAnn. I cannot imagine how many pages I would write to describe her many awesome personal…
Leap Analytics, the fintech real estate investment firm that aims to empower underserved communities, recently launched a tech-enabled, four-part educational video serie…
BOULDER & NEW YORK, Aug 18th, 2022 — TIFIN, a fintech platform using artificial intelligence (AI) and investment-driven personalization to shape the future of invest…
Practifi, a performance optimization platform for the wealth management industry, today announced the rollout of its latest application for business development (“BD app…
As is tradition, the arrival of a Bear market gives rise to alternative investment (alts) platforms. The decade's long stock market run enabled a range of fintech and we…