The Triple Reward of M&As: Harmonizing People, Processes, and Platforms
October 23, 202412 min
Harmonizing people, processes, and platforms in M&As strengthens financial advisory firms for streamlined growth and enhanced client experience
FÉRIQUE Announced Partnership with Conquest Planning
October 14, 20245 min
Conquest’s intuitive technology will enable financial professionals in FÉRIQUE’s team to offer more individualized and effective financial guidance
Altruist Taps Veteran Legal Strategist Piret Loone as General Counsel
August 30, 20243 min
Top Financial Services Attorney to Lead Legal and Compliance Functions
Four trends for financial advisors to watch
June 5, 202411 min
Find how advisors are leveraging modern technologies, data insights, and strategic outsourcing to navigate economic pressures.
How Banks Can Support the Financial Well-being of Customers?
January 8, 20249 min
Discover how digital banking solutions offered by banks are a comprehensive way to improve customers' financial health.
Lumin Digital announces partnership with Pacific Service CU
January 20, 20233 min
Lumin Digital has announced a multi-year partnership with California’s Pacific Service Credit Union (Pacific Service CU) to support an enhanced online-banking experience for the credit union’s nearly 70,000 members and more than $1.4 billion in assets. Slated to launch in October, Lumin’s cloud-based online and mobile digital banking platform will deliver enhanced safety and security features and seamless digital integration. This will support Pacific Service CU’s ability to create customized experiences through personalized recommendations like spending insights, financial advice, savings...