Justin R. Koch, an Oklahoma-based advisor formerly with Edward Jones, has opted for independence for his $225 million practice and has joined Sanctuary Wealth. Koch’s ne…
World Investment Advisors continues to build out its technology stack in an effort to provide its financial advisors with additional tools to improve their efficiency an…
Marilyn Hoosen – a 20-year industry veteran and former Senior Financial Advisor at Merrill Lynch – is going independent, according to Stifel Independent Advisors (SIA),…
Cambridge Investment Research, the Iowa-based independent wealth management enterprise, has enhanced its relationship with iCapital, a global fintech platform focused on…
A Los Angeles-based hybrid RIA with $8 billion in client assets under administration has changed its name from NWF Advisory Group to Artisan Capital Partners. “We are…
Surge Ventures, the venture studio co-founded by FinTech entrepreneur and executive Sid Yenamandra, announced the launch of SurgeONE.ai, an integrated platform to provid…
ARLINGTON, May 12, 2025 /PRNewswire/ -- The Founders Arena WealthTech Accelerator, in partnership with First Rate, Inc., SEI® and the City of Arlington, today announced…
Online broker TradingBlock has launched what it calls “a disruptive, investor-centric platform” that provides investors of all levels with greater access to Initial Publ…
Pontera, a New York-based fintech company, recently announced that it will provide World Investment Advisors with access to its platform, which allows financial advisors…
Docupace, the cloud-native engine quietly powering many of America’s financial advisors, thinks it has found the right person to overhaul that experience from the inside…
Independent broker-dealer Prospera Financial Services recently announced it launched a new comprehensive financial planning service to help affiliated advisors best util…
Third-party outsourced compliance services provider Essential Edge and RegEd, which delivers compliance solutions to financial services firms, have launched a partnershi…