Industry Briefs
In One Word: Impact
Jim Henson, Dr. Martin Luther King, Steve Jobs, Rosa Parks, Amelia Earhart, Walt Disney, Jackie Robinson – all luminaries, all visionaries, all dreamers…
By DWN Staff · Mar 21, 2022
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Industry Briefs
Prospera Hosts Annual Sales Associate University
Sales assistants are the lifeblood of many financial advisor businesses. Even so, few training programs exist to help them handle everything that comes at them. …
By DWN Staff · Mar 18, 2022
Industry Briefs
Exodus Begins Trading on Securitize Markets
March 16, 2022 – Exodus (the “Company”), the leading non-custodial cryptocurrency software platform, and Securitize Markets (“Securitize”), the leading digital asset sec…
By Cindy Taylor · Mar 16, 2022
Industry Briefs
JIFFY.ai Raises $53 Million in Funding as Part of Series B Round
PALO ALTO, CA – [MARCH 9, 2022] – JIFFY.ai, an award-winning app-based low-code/no-code intelligent automation platform, today announced that it has raised $53…
By Cindy Taylor · Mar 10, 2022
Industry Briefs
Atria's Tech Tools Drive Recruiting Growth for Credit Union-Focused Subsidiary
Seeing as many as a dozen potential and current clients on a given day, financial advisors working within a credit union branch have unique needs. These professionals ne…
By DWN Staff · Mar 8, 2022
Industry Briefs
Advisor Group's Peter Clemson Intensifies Focus on Digitization of Service Experience
The speed at which technology continues to revolutionize the advisor experience has many around the industry sprinting to catch up in what is sure to be a years-long mar…
By DWN Staff · Mar 7, 2022
Industry Briefs
Bryce Catalyst Leads Growth Funding Round for Award-Winning, Female Founded Tech Company Vital4
Co-Founded in 2016, by Kristin Stafford and Amy Barbieri, Vital4 offers AI-driven data screening, monitoring and due diligence solutions for any industry, anywhere in th…
By Cindy Taylor · Mar 5, 2022
Industry Briefs
Smarsh Unveils Partner Ecosystem to Help Firms Tackle e-Discovery
RegTech firm Smarsh this week announced the launch of a new partner ecosystem aimed at helping highly regulated companies confront their mounting e-discovery responsibil…
By DWN Staff · Mar 5, 2022
Industry Briefs
Perigon Wealth Management Announces Addition of New Team Members
The San Francisco-based firm recently announced several new additions highlighted by three appointments to its leadership team: Beth Bosworth as Head of Wealth Planning;…
By Cindy Taylor · Mar 5, 2022
Industry Briefs
d1g1t Inks Deal with Canada’s Largest Clearing and Custody Player
d1g1t, a Toronto-based fintech platform that has been expanding rapidly across both the United States and Canada, this week announced an agreement with National Bank Ind…
By Cindy Taylor · Mar 1, 2022
Industry Briefs
Advisor Group Continues Digital Transformation Momentum with New Senior Hires
After announcing significant investments in technology as part of a broader digital transformation strategy late last year, Advisor Group is following up with a wave of…
By DWN Staff · Feb 25, 2022
Industry Briefs
DWN Round Table: Effective Post-M&A Technology Integration for RIA Firms
Sky high valuations for RIAs fuel a seemingly unstoppable flow of consolidation within this segment of the wealth management industry. Supported by private equity capita…
By DWN Staff · Feb 22, 2022