Exhibit A Announced its Launch
March 18, 20257 min
New platform brings firm’s signature visual storytelling, actionable insights to financial advisors
Deaglo Delivers AI-Powered White Label Platform For FI’s
January 29, 20256 min
Deaglo’s white label platform for Financial Institutions uses AI to enhance client engagement and reduce manual reporting. The industry-first platform speeds up workflows for decision-making and client onboarding.
FP Alpha Launches FP Alpha TAX as Standalone Product for Advisors
January 14, 20257 min
FP Alpha, the innovative AI-powered advanced planning platform, is excited to announce the launch of FP Alpha TAX, the platform’s popular tax offering, that is now available as a standalone product. This unbundling aligns with FP Alpha’s mission to provide financial advisors with cutting-edge tools to enhance their value proposition and offer advanced planning services (such as tax and estate planning services) to their entire client base. Similar to their Estate Planning offering, this change allows advisors...
Concurrent Continues Growth Momentum With Addition of Six New Advisors
December 9, 20245 min
The multi-custodial RIA adds a combined $885 million in AUM
Monument Technology grows leadership team with key appointments
November 8, 20244 min
Monument Technology grows leadership team with key appointments
StockHero.ai Launches Game-Changing Version 3
September 30, 20244 min
New Features Make Trading Automation Accessible to Everyone from Beginners to Experts
FinTech360 Launches Cross-Device Trading Solutions
September 25, 20246 min
Revolutionary Trading Platforms for Brokers Now Available Across Mobile and Web
LPL Financial LLC announced that financial advisors Stephen Shevlin and Jonathan Joelner, MBA, have joined LPL Financial’s broker-dealer, RIA and custodial platforms to launch a new independent practice, 1818 Wealth Management. The team reported having served approximately $300 million in advisory, brokerage and retirement plan assets* and joins LPL from Stifel, Nicolaus and Co. Based in Swansea, Ill. — just 20 minutes from the Gateway Arch in St. Louis — Shevlin and Joelner have worked...
Wassim Al-Khatib Joins Lazard as CEO, MENA Investment Banking
January 23, 20234 min
Lazard Ltd (NYSE: LAZ) today announced the appointment of Wassim Al-Khatib as Chief Executive Officer (CEO) of the firm’s Financial Advisory business in the Middle East and North Africa (MENA), and CEO of Lazard Saudi Arabia, subject to regulatory approval. Wassim Al-Khatib will be based in the Riyadh office, which will serve as Lazard’s regional MENA Investment Banking hub. “We are pleased to have Wassim join us as CEO of our MENA Investment Banking business,”...