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.