Breckpoint Enhances Underwriting and Risk Management with Gradient AI
Self-funded Insurance Provider Improves Accuracy, Efficiency, and Risk Projection for Employee Benefits Programs
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Xactus Announces Integration with ACES Quality ManagementÂŽ
Xactus, a leading verification innovator for the mortgage industry, announced that it is now integrated with ACES Quality Management. ACES Quality Management and ControlÂŽÂ software helps lending institutions achieve audit efficiency across their mortgage origination, consumer lending, loan servicing and specialty lending activities. With the addition of Xactus to ACESâ network of integrated third-party verification service providers, lenders can order, track and receive Xactus re-verification documents directly within the ACES Quality Management & Control platform to streamline...
intelliflo redblack wins 2024 WealthManagement.com Award for Rebalancing
intelliflo redblack has won the WealthManagement.com Industry Award in the Rebalancing category for the second time. The annual WealthManagement.com Industry Awards (âThe Wealthiesâ) has been recognizing the best companies, people and organizations that support financial advisor success for the past ten years. intelliflo was also named a finalist in the Digital Marketing Campaign of the Year category. intelliflo redblack offers comprehensive rebalancing and trading capabilities, including portfolio monitoring, pre-trade and post-trade compliance and order management, all...
Mesirow announced the acquisition of Price Wealth Management
Mesirow, an independent, employee-owned financial services firm, announced the acquisition of Price Wealth Management, an established RIA firm based in Stuart, Florida. This transaction builds upon Mesirow’s significant existing footprint in the area, which also includes offices in Miami and Boca Raton. Price Wealth Management was represented by DeVoe & Company, a leading consulting firm and investment bank to RIAs. “This transaction aligns with our focus on serving a growing base of wealth management clients, advancing the firm’s...
Datava and Corridor to Revolutionize Data and Decision Management
Datava, a trailblazer in end-to-end data activation for credit unions, and Corridor, a next-gen decision analytics platform with a proven track record, are excited to announce a strategic partnership. This collaboration, backed by their extensive experience and expertise, is poised to reshape how credit unions and community banks leverage their data and decision-making capabilities to enhance and personalize member experiences, optimize and automate processes, and level the playing field with Tier 1 Banks and FinTechs....
How Artificial Intelligence Will Revolutionize the Wealth Management Industry
AI is reshaping wealth management, driving client acquisition, personalized services, and industry efficiency.
4Point Wealth Management Joins LPL Strategic Wealth Services
LPL Financial LLC announced that financial advisors Christina McConnell, CRCÂŽ, ADPAâ˘, Laura Long, CRPCâ˘, AWMAâ˘, MBA, and Jay Tillman, CPWAÂŽ, CIMAÂŽ, CFPÂŽ, RICPÂŽ, CLUÂŽ, have joined LPL Financialâs supported independence model, LPL Strategic Wealth Services (SW). The team reported having served approximately $375 million in advisory, brokerage and retirement plan assets* and joins LPL from Wells Fargo Financial Advisors Network (FiNet). Based in Davidson, N.C., just north of Charlotte, 4Point Wealth Management was founded in 2006 with...
HamptonRock Partners Launches Wealth Management Advisory Practice
David Dodson joins HamptonRock to lead the growth and development of the firmâs service expansion and Austin office
1900 Wealth Management⢠Austin Office Adds Managing SVP
Highly Experienced Finance Executive Melissa Torres Anderson Will Direct 1900 Wealth Management’s Business Development in the Austin Market San Antonio-based, family-owned investment advisor 1900 Wealth Management⢠(1900 WealthÂŽ) today announced it has tapped Melissa Torres Anderson to be managing senior vice president for its Austin office. “Melissa is a seasoned executive with extensive experience in finance, operations, reporting and private fund operations and compliance,” said 1900 Wealth President Todd Brockwell. “She is a leader with proven ability to provide strategic...