Also, Nepsis named Amanda Butler its first CTO and Hearsay’s annual social media study found original content rules, even as overall audience engagement dropped.
Co-founder Alan Moore will retain his role as CEO of the Bozeman, Mont.-based billing and payment system for financial advisors.
The planning provider has seen significant demand from advisors, contributing to the rollout of RightRisk.
If owners of small and medium-sized businesses are among your best clients, here’s a way to help them increase their wealth.
iCapital Multi-Asset Portfolio will give financial advisors access to funds focusing on private equity, private credit and real asset strategies.
IndexGPT is a new range of thematic investment baskets created with the help of OpenAI’s GPT-4 model.
Also, BlackRock invests in Willow, Betterment For Advisors expands its partnership with XYPN and Fusion IQ introduces FIQ Freedom.
Timothy Admire, president and CEO of Willow Creek Wealth Management, discusses maximizing the capabilities of the technology his $1.7 billion AUM firm is already paying for.
