Avise Financial, A Technology And Services Co-Op For Advisors, Launches Jan 11, 2024 The virtual platform is meant to streamline business administration and tech management for sub-$100 million advisors. What’s Next For Envestnet After Bill Crager Jan 08, 2024 Since taking over as CEO following co-founder Jud Bergman’s death in 2019, Crager and the company have weathered several storms. TIFIN, Franklin Templeton To Launch TIFIN @Work Jan 05, 2024 The AI-powered employee financial wellness platform is meant to help small- to mid-sized advisors gain traction in the retirement plan market. CFS Investment Advisory Services: It’s All About The Custodian Jan 04, 2024 Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology. Six Months After Threads’ Launch, Many Advisors Still Searching For An X Alternative Jan 03, 2024 Despite initial excitement, enthusiasm for Meta’s new social media platform has been flagging among advisors. Tech Trends In Wealth Management To Watch In 2024 Dec 22, 2023 Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as... Saratoga Investment Solutions: The Never-Ending Journey Toward Full Integration Dec 22, 2023 Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on. The Ten to Watch in 2024: Iraklis Kourtidis Dec 18, 2023 Iraklis Kourtidis is the CEO of Rowboat Advisors. The Ten to Watch in 2024: Brian Thorp Dec 18, 2023 Brian Thorp is the founder and CEO at Wealthtender. WealthStack Roundup: TIFIN AMP Partners With BetaNXT Dec 15, 2023 Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
What’s Next For Envestnet After Bill Crager Jan 08, 2024 Since taking over as CEO following co-founder Jud Bergman’s death in 2019, Crager and the company have weathered several storms.
TIFIN, Franklin Templeton To Launch TIFIN @Work Jan 05, 2024 The AI-powered employee financial wellness platform is meant to help small- to mid-sized advisors gain traction in the retirement plan market. CFS Investment Advisory Services: It’s All About The Custodian Jan 04, 2024 Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology. Six Months After Threads’ Launch, Many Advisors Still Searching For An X Alternative Jan 03, 2024 Despite initial excitement, enthusiasm for Meta’s new social media platform has been flagging among advisors. Tech Trends In Wealth Management To Watch In 2024 Dec 22, 2023 Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as... Saratoga Investment Solutions: The Never-Ending Journey Toward Full Integration Dec 22, 2023 Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on. The Ten to Watch in 2024: Iraklis Kourtidis Dec 18, 2023 Iraklis Kourtidis is the CEO of Rowboat Advisors. The Ten to Watch in 2024: Brian Thorp Dec 18, 2023 Brian Thorp is the founder and CEO at Wealthtender. WealthStack Roundup: TIFIN AMP Partners With BetaNXT Dec 15, 2023 Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
CFS Investment Advisory Services: It’s All About The Custodian Jan 04, 2024 Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology. Six Months After Threads’ Launch, Many Advisors Still Searching For An X Alternative Jan 03, 2024 Despite initial excitement, enthusiasm for Meta’s new social media platform has been flagging among advisors. Tech Trends In Wealth Management To Watch In 2024 Dec 22, 2023 Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as... Saratoga Investment Solutions: The Never-Ending Journey Toward Full Integration Dec 22, 2023 Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on. The Ten to Watch in 2024: Iraklis Kourtidis Dec 18, 2023 Iraklis Kourtidis is the CEO of Rowboat Advisors. The Ten to Watch in 2024: Brian Thorp Dec 18, 2023 Brian Thorp is the founder and CEO at Wealthtender. WealthStack Roundup: TIFIN AMP Partners With BetaNXT Dec 15, 2023 Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Six Months After Threads’ Launch, Many Advisors Still Searching For An X Alternative Jan 03, 2024 Despite initial excitement, enthusiasm for Meta’s new social media platform has been flagging among advisors. Tech Trends In Wealth Management To Watch In 2024 Dec 22, 2023 Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as... Saratoga Investment Solutions: The Never-Ending Journey Toward Full Integration Dec 22, 2023 Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on. The Ten to Watch in 2024: Iraklis Kourtidis Dec 18, 2023 Iraklis Kourtidis is the CEO of Rowboat Advisors. The Ten to Watch in 2024: Brian Thorp Dec 18, 2023 Brian Thorp is the founder and CEO at Wealthtender. WealthStack Roundup: TIFIN AMP Partners With BetaNXT Dec 15, 2023 Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Tech Trends In Wealth Management To Watch In 2024 Dec 22, 2023 Industry experts point to continued proliferation of AI, tech stack integration, software supporting new fee models and advisors using an increasingly diverse array of applications to offer additional services as... Saratoga Investment Solutions: The Never-Ending Journey Toward Full Integration Dec 22, 2023 Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on. The Ten to Watch in 2024: Iraklis Kourtidis Dec 18, 2023 Iraklis Kourtidis is the CEO of Rowboat Advisors. The Ten to Watch in 2024: Brian Thorp Dec 18, 2023 Brian Thorp is the founder and CEO at Wealthtender. WealthStack Roundup: TIFIN AMP Partners With BetaNXT Dec 15, 2023 Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
Saratoga Investment Solutions: The Never-Ending Journey Toward Full Integration Dec 22, 2023 Cynthia Zalewsky, president of $45 million AUM Saratoga Investment Solutions, has sought deeply integrated applications for years—her search goes on. The Ten to Watch in 2024: Iraklis Kourtidis Dec 18, 2023 Iraklis Kourtidis is the CEO of Rowboat Advisors. The Ten to Watch in 2024: Brian Thorp Dec 18, 2023 Brian Thorp is the founder and CEO at Wealthtender. WealthStack Roundup: TIFIN AMP Partners With BetaNXT Dec 15, 2023 Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
The Ten to Watch in 2024: Iraklis Kourtidis Dec 18, 2023 Iraklis Kourtidis is the CEO of Rowboat Advisors. The Ten to Watch in 2024: Brian Thorp Dec 18, 2023 Brian Thorp is the founder and CEO at Wealthtender. WealthStack Roundup: TIFIN AMP Partners With BetaNXT Dec 15, 2023 Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
The Ten to Watch in 2024: Brian Thorp Dec 18, 2023 Brian Thorp is the founder and CEO at Wealthtender. WealthStack Roundup: TIFIN AMP Partners With BetaNXT Dec 15, 2023 Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More
WealthStack Roundup: TIFIN AMP Partners With BetaNXT Dec 15, 2023 Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis. Load More first previous … 4 5 6 7 8 9 10 11 12 … next last Load More