The Oasis Group released their AI WealthTech Map, a resource that financial advisors and wealth management firms can use to discover leading artificial intelligence solutions and […]
Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values Broadridge Financial Solutions, Inc. (NYSE:BR) has announced a strategic enhancement […]
FinServ Foundation, a 501(c)(3) nonprofit dedicated to fostering talent in the financial services sector, has announced the appointment of two esteemed professionals to its board of […]
Envestnet, Inc. (NYSE: ENV) (“the Company” or “Envestnet”), a leading provider of integrated technology, intelligent data and wealth solutions, has announced that it has entered into […]
Fintech consultant and T3 friend, Craig Iskowitz, CEO of Ezra Group, is hosting this upcoming webinar Moneyball for AI: How Wealth Management Firms Can Get The […]
Nitrogen (formerly Riskalyze), announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The […]
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently announced a partnership with FINIAT, a leading […]
Clear Street (“Clear Street,” “the Company”), a cloud-native financial technology firm on a mission to modernize the brokerage ecosystem, is pleased to welcome Edward Tilly to […]
RISR announced the successful closure of a $1.5 million capital raise. This seed round, which saw participation from financial services industry titans including Kane Brenan, Angelo Grecco, Kevin Lucey, Scott […]
Forty-three percent of registered investment advisors (RIAs) are asking for better marketing capabilities, according to recent research from Advisor360°. Now, financial advisors using Advisor360°’s integrated suite of […]