Advyzon
Comprehensive tech platform for financial advisors adds industry veterans to expand into new markets and segments
Synctera
The Series A-1 investment, co-led by Lightspeed and Fin Capital, in combination with appointment of new CRO Leigh Gross, supercharges
AssetMark
The new eWealthManager® homepage aims to help advisors manage their businesses more efficiently
Stratos
Experienced Investment Management Leader to Identify Growth Opportunities for Advisors, Stratos Investment Management
German
German American Bancorp, Inc. and its banking subsidiary, German American Bank, announces that Scott Powell has been appointed Executive Vice
Landmark
Abigail Wendel joins from UMB Bank to lead growing institution; Michael Scheopner announces planned retirement
Firm Co-Founder Serguei Kloubkov and SVP Wajdi Ghoussoub Appointed Interim Co-CEOs
MAI
Transaction to add approximately $562 million to MAI’s client AUM and to provide LWS with robust internal infrastructure and alternative
BILL
Businesses view AI as a beneficial tool for both strategic planning and everyday operations
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