fbpx

FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC Marketing Rule

FMG Suite Launches New Tools and Educational Resources in Response to the Modernized SEC Marketing Rule

FMG Suite and its recently acquired brand Twenty Over Ten announced the launch of new tools to help financial professionals leverage customer testimonials in their digital marketing.

CogniCor Launches New AI-Powered Digital Assistants To Accelerate Productivity For Wealth Management Firms And Financial Advisors

CogniCor Launches New AI-Powered Digital Assistants To Accelerate Productivity For Wealth Management Firms And Financial Advisors

CogniCor, the provider of artificial intelligence-powered digital assistants for the wealth management industry, today announced the launch of three new digital assistant modules.

GCF Launches “FinVal” Business Valuation Technology Platform for Financial Advisors

GCF Launches “FinVal” Business Valuation Technology Platform for Financial Advisors

Digital valuation tool will enable Financial Advisors to simply and easily generate comprehensive business valuations, creating new opportunities to work with high-potential business owner prospects and clients.

Skience Hires First Chief Product Officer Chris Zuczek

Skience Hires First Chief Product Officer Chris Zuczek

Skience, a leading financial services digital enablement provider and consultancy, today continued the ongoing expansion of its leadership team with the appointment of Chris Zuczek to the newly-created role of Chief…

Retail drove the investor revolution in Q1

Retail drove the investor revolution in Q1

Retail investing surged in Q1, as quarterly trading volume and asset growth rose 45% and 33% respectively from 4Q20, according to new data released from DriveWealth.

d1g1t ANNOUNCES STRONG GROWTH

d1g1t ANNOUNCES STRONG GROWTH

d1g1t Inc., the first provider of an enterprise wealth management platform powered by institutional-grade analytics and risk management tools, today announced the company has significantly grown its business over the…

DriveWealth and Templum Join Forces to Power the $11.5 Trillion Alternative Asset Industry with Digital Fractional Trading Platform

DriveWealth and Templum Join Forces to Power the $11.5 Trillion Alternative Asset Industry with Digital Fractional Trading Platform

DriveWealth, LLC, a global brokerage infrastructure platform, today announced its partnership with Templum, Inc., a provider of next-generation capital markets infrastructure for alternatives and private securities.

Lifeworks Advisors Launches New Video Podcast Series – The Future of Advice

Lifeworks Advisors Launches New Video Podcast Series – The Future of Advice

Lifeworks Advisors, a fast-growing independent RIA firm, announced today that the company has launched a new thought leadership video podcast series – The Future of Advice™.

AlphaTrAI names Bruce Lavine President, Asset Management

AlphaTrAI names Bruce Lavine President, Asset Management

AlphaTrAI, Inc., a venture-backed, asset management firm that delivers alpha through transformative artificial intelligence, announced that Bruce Lavine has been named President, Asset Management.

DriveWealth announces new partnership with Plaid

DriveWealth announces new partnership with Plaid

DriveWealth announced a partnership with Plaid, a data network powering the digital financial ecosystem, that enables mutual customers of the companies to simplify online investment account funding via one API…