Flourish Announces Relationship with Carson Group
April 14, 20254 min
Carson Group to Bring Held-Away Cash Solution to its Advisors
Stephen Siderow Named to NewVest Advisory Council
April 11, 20254 min
Siderofsky Strategic Advisors LLC today announced that its Founder and Managing Principal, Stephen Siderow, has been named to the Advisory Council of NewVest, an innovative alternative investment platform of passive index funds for private markets. Through Siderofsky Strategic Advisors, Mr. Siderow is an advisor to investment managers, fintech companies and other growing companies. He is also the former founder and president of a leading diversified alternative asset management firm. Siderow, the co-founder and former president...
Schwab’s Alternative Investments Platform Now for Eligible Retail Investors
April 11, 20258 min
New offer builds on Schwab’s broad array of wealth, advice and investment management solutions to meet the evolving needs of high net worth and ultra-high net worth clients.
Apex leveraged Google Cloud to build its secure, reliable, and scalable cloud-native custodial and trading platform, Apex Ascend™ With Ascend on Google Cloud, investment firms have access to real-time data, advanced analytics, and robust reporting capabilities
AdvizorPro Unveils TrafficIQ for Real-Time RIA Interest Data
April 8, 20254 min
Purpose-built tool connects web traffic to financial advisor intelligence, enabling asset managers to target RIAs more effectively
Savvy surpasses $1.5 billion in AUM as its tech-forward approach to wealth management continues to resonate with top advisors
Members now have access to a variety of investment and trading options via the credit union’s website and app.
SavvyMoney, a leading provider of financial wellness tools and personalized loan offerings, is proud to announce an exciting new integration with TruStage™, a financially strong insurance, investment and technology provider, to enhance and streamline loan application processes for financial institutions and their consumers. Implementing 48 FI pilot credit unions when the product launched in December 2024, this collaboration enables seamless access to loan protection products, educating borrowers about insurance options tailored to their specific loan types. This...
Clark joins to support InvestiFi in providing financial institutions with the best-in-class investment solutions to enable account holders to invest from checking.
Equity Data Science (EDS), a leading provider of investment process management software, today announced the addition of Perry Boyle, Jay Chandler, Phil Vilhauer, and Vikas Kalra as strategic advisors. Their expertise in investment banking, hedge fund management, risk management, and fintech innovation will further support EDS’s mission to help institutional investors optimize decision-making through advanced workflow and analytics solutions. “We’re thrilled to welcome Perry, Jay, Phil, and Vikas to our advisory team,” said Greg McCall,...