Buckler, a premier provider of Cyber Program Management Solutions for the financial services industry, has announced the appointment of Scott Smith as its new Chief Executive Officer (CEO) […]
The acquisition enhances iCapital’s operating system and data management capabilities and expands its solutions for the wealth management industry. iCapital, an alternative investment marketplace for the […]
Creating, funding and implementing a financial plan and related investment strategies are all connected within one platform, unifying the advisor and client experience AdvisorEngine has released […]