People

Dynasty’s former COO will join as president of Advisor Group RIA Solutions after leaving the firm he co-founded in 2010.

SIFA was built specifically to automate ongoing communications between advisors and their clients.

Portrait will be able to answer any question or perform the typical tasks one would ask of a junior analyst at a hedge fund, including finding investment ideas, building financial models and creating pitch decks.

Alkymi works to use artificial intelligence to improve enterprise business workflows.

Vianai’s latest excavation is hila, touting it as the “first AI-powered chat assistant” for financial professionals.

The cloud-based Toggle AI features in-house machine learning and natural language processing algorithms to address "the IKEA of financial information."

Alphathena can create and backtest direct indexing portfolios in minutes.

'Blackwells strongly opposes the cockamamie merger, and expects most other shareholders to do the same,' said the activist investor of the plan, which is backed by Schorsch's AR Global.

Close to $150 billion in transacted assets was announced this week as milestones were achieved and new territory was conquered.