Rob Burgess

Also, PureFacts Financial Solutions selects BridgeFT’s WealthTech API and MyRepChat founder Derrick Girard joins AdvisorNet Financial as chief growth officer.

Bridget Venus Grimes, founder of WealthChoice and co-founder of Equita Financial Network, explains how her $90 million AUM firm uses its tech stack to help women tech workers, attorneys, founders and business owners...

On the same day the 24-year-old updates to Regulation S-P were announced, Interactive Brokers reported a customer data breach.

Also, Sanctuary Wealth appoints Robert Coppola as chief technology officer, DriveWealth hires new executives and Commonwealth Financial Network partners with iCapital.

Top CMOs discuss how to drive organic growth through experimentation, competition, follow-up and cataloging of best methods.

Portfolio personalization platform Nebo Wealth came in second out of 11 companies that presented at Wealth Management EDGE.

Successful online marketing for advisors requires flexibility, dedication and “unapologetically being yourself.”

CTOs from large firms explain how reducing friction can free advisors to focus on the relationships that drive their businesses.