d1g1t, the venture-backed Canadian fintech firm, announced Wednesday that it has agreed to a deal with Raymond James Correspondent Services (RJCS) to provide the company…
Docupace, the provider of back-office automation solutions for wealth management firms, made a big M&A splash this week at the Riskalyze Fearless Investing Summit in Pal…
Blockchange Inc., a leader in digital asset investing solutions for financial advisors, recently announced the launch of a new strategic alliance with Equity Trust Compa…
Practifi, a business management platform for high-performing wealth institutions, broker-dealers and RIAs, announced today that it has won the Wealthmanagement.com 2021…
Cybersecurity is a critical function at any wealth management firm, and at a firm as large as Advisor Group, with six subsidiary firms and well over 10,000 financial adv…
Just before March 2020, the financial advisor recruiting marketplace looked unchanging and predictable, at least for independent dual registrant firms.
A Novel Financial EdTech Platform Bringing Incentivized Learning To Financial Professionals, Business Executives And Modern-Day Investors/Consumers (“Investumers”)…
If there was ever a time for wealth management firms to build additional resources into their upcoming annual cybersecurity budgets, it’s now. Cyber-attacks generally c…
he fintech space is increasingly attracting well-established C-suite leaders from wealth management firms. And the recent move by Susan Theder, the outgoing CMO of Advi…
Sarson Funds has announced the start of its accredited crypto education program designed to support financial advisory services to have constructive and informed client…
ComplySci (the “Company”), the leading provider of regulatory technology and compliance solutions for the financial services sector, today announced the appointment of W…
Wealth Enhancement Group (WEG), an independent wealth management firm with nearly $40.2 billion in client assets*, and Onex Corporation (TSX: ONEX), an investment firm a…