ComplySci, the rapidly expanding provider of regulatory technology and compliance tools for the financial services sector, published its 2022 Chief Compliance Officer (C…
Toronto-based, global wealthtech platform d1g1t, Inc. announced the addition this week of three U.S.-based leaders.
The next generation of high-net-worth (HNW) and high-earning, not rich yet (HENRY) investors do not remember a time without instant access to information, text messaging…
BOULDER, Colo., April 12, 2022 – TIFIN, a fintech platform using Artificial Intelligence (AI) and investment-driven personalization to assist asset managers with their d…
PORTLAND, Ore., April 4, 2022 /PRNewswire/ -- Smarsh®, enabling organizations to manage the risk and uncover the value within their communications da…
BOULDER, Colo., March 29, 2022, TIFIN, a fintech platform using AI and investment-driven personalization to shape the future of investor experiences, today announced tha…
OMAHA, Neb.--(BUSINESS WIRE)--Orion announces the launch of the Orion Network, a curated list of practice management resources and a network of potential partners to hel…
INDIANAPOLIS, IN – Sarson Funds is pleased to announce that they have received the Investor’s Choice award in two categories for the management of their Blockchain Momen…
Long-time custody space leader Jim Dario was recently named the Head of SageView Advisory Group's rapidly growing comprehensive wealth management business. While the…
By Sid Yenamandra There's no question that cybersecurity is fast-moving space in general, and that certainly applies to the wealth management space. But at this po…
Last week, New York-based global investment bank and wealth manager Oppenheimer & Co. announced the launch of Investor Gateway, the latest addition to its advisor an…
d1g1t and FutureVault have formed a new strategic partnership. The two Toronto-based companies announced last week they are teaming together to provide firms and adviso…