By Laurie Ehrbar After much fanfare, the SEC's new marketing rule will go into effect later this year. It represents a marked improvement from the previous rules gove…
The Los Angeles-based fintech and digital operations software firm Docupace recently completed the successful transition of 500,000 client accounts for financial advisor…
The recent bear market has yet to impact the seeming record-pace of advisor recruitment across the wealth management space. Especially as advisors and firms find their p…
The Los Angeles-based fintech and real estate investment firm Leap Analytics recently launched its full-service website. Leap’s site includes access to free financial ed…
Smarsh has a new CEO, with the digital archiving and capture firm announcing Thursday that it appointed Kim Crawford Goodman to the role. She replaces Brian Cramer, who…
BOZEMAN, Mont., May 25, 2022 /PRNewswire/ -- Digital Wealth News, a multi-tiered media platform spotlighting news, thought leadership, partner content and…
The recent interest rate hikes from the Federal Reserve have driven the cost of traditional mortgages up significantly, with average 30-year fixed refinances reaching 5.…
CHICAGO – May 17, 2022 – Hightower, one of the nation’s largest registered investment advisors (RIAs), today announced that it has partnered with TIFIN Clout,…
LaSalle St., a Chicago-based group of wealth management firms, introduced its new Technology Learning Center earlier this week. This comprehensive set of resources, tool…
IMPACT “Do you have a minute?” asked your manager. You must have heard this question several times, and even responded with a resiling “Of course!”…
AltsAxis has announced that its Axis platform, the company's mobile-centric software offering, is now live. The platform facilitates connections between institutional…
CHICAGO, April 27, 2022 /PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry, today announced the company has evolved its bra…