A new integration between PreciseFP, the data-gathering workhorse owned by wealthtech provide Docupace, and FinMate AI, an AI assistant built by former financial advisor…
Docupace, the back-office operations service provider, has appointed J.T. Petrilli as head of mergers & acquisitions. According to the company release, Petrilli will…
Caprock, a Boise, Idaho-based multi-family office RIA serving ultra-high-net-worth clients, and BlueMark, a New York-based independent provider of impact verification an…
World Investment Advisors, a network of more than 350 advisors across the U.S., recently launched World Managed Account Platform, known as WorldMAP, a new open-architect…
Cambridge Investment Research has expanded its executive team with the addition of Sean Van Moorleghem as Executive Vice President and Chief Technology Officer. Bringing…
For years, retail traders have had to make a choice: either stick with user-friendly platforms that limit access to professional-grade tools or graduate to more complex,…
In a move aimed at accelerating product innovation, Docupace, a leader in back-office automation for wealth management, has announced Elizabeth Pavlik’s promotion to Chi…
Third-party wealthtech provider The Sycamore Company has introduced a surveillance platform designed to help broker-dealers mitigate risk by elevating their ability to s…
Financial advisors’ desire for bigger and better technology platforms helped fuel merger and acquisition activity last year, according to a report by Berkshire Global Ad…
Wealthtech provider FusionIQ announced key leadership appointments in 2024 to support its continued growth and market innovation. In December, Sloan Shanahan was named C…
The financial planning industry has lost a transformative leader. Patrick D. Mahoney, CEO of the Financial Planning Association (FPA), passed away on Saturday after a lo…
Choreo, a national RIA with approximately $24.6 billion in assets under management and advisement as of last year, launched its new Choreo Tax Advantage, a “first-of-its…