Wealth Enhancement Group Acquires M&R Capital Management, Inc.
November 12, 20244 min
This partnership marks Wealth Enhancement Group's sixth location in New Jersey and brings the firm's total client assets to more than $96.6 billion.
Miracle Mile Advisors Opens Chicago Office
November 6, 20244 min
National RIA expands to Chicago, enhancing wealth management offerings in the Midwest
Advyzon and Syntax Data Enter Custom Indexing Partnership
October 22, 20244 min
Comprehensive wealth platform adds direct indexing solutions for financial advisors
Mako Fintech Announces Integration with Fidelity Clearing Canada
October 9, 20245 min
Mako Fintechās digital onboarding platform and Fidelity Clearing Canadaās tech-driven custody and clearing services allow wealth management offices to scale their client outreach and increase their revenue by opening new accounts faster while reducing operational costs.
iCapitalĀ® Surpasses US$200 Billion in Global Platform Assets
October 9, 20247 min
iCapital, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry, announces that it has surpassed US$200 billion in global platform assets. Increased global client demand for high-quality private market funds has led to this milestone and accelerated the growth of client assets on iCapital’s platform. āiCapital is honored to help more financial advisors than ever grow their businesses through the use of our technology and end-to-end operating platform,ā saidĀ Lawrence...
Advyzon announces Dates and Location of 2025 Annual Conference
June 17, 20247 min
In addition, comprehensive tech platform earns recognition from American Banker, WealthManagement.com, and Wealth Solutions Report
LPL Financial Welcomes Cornerstone Financial Advisers
May 21, 20244 min
LPL Financial LLC announced that financial advisors Lance Dumas, AIFĀ®, ChFCĀ®, and Darryl Carter CPA, have joined LPL Financialās broker-dealer, RIA and custodial platforms. They reported serving approximately $225 million in advisory, brokerage and retirement plan assets* and join LPL from Cetera. Based in Orange County, Calif., Dumas and Carter foundedĀ Cornerstone Financial AdvisersĀ in 2017 as a consulting firm dedicated to helping families, individuals and business owners establish their goals and create financial plans to pursue...
Sanctuary Wealth (Sanctuary), home to the next generation of the industry’s most elite financial advisors, announced the appointment of Robert CoppolaĀ as chief technology officer (CTO). Mr. Coppola will report to CEOĀ Adam MalamedĀ and spearhead the next stage of Sanctuary’s technology strategy. Key goals for Mr. Coppola include identifying and prioritizing the development of cutting-edge digital solutions and advancing the build-out of the firm’s innovative technology platform, which is designed to help accelerate the growth of the...
iCapitalĀ® announced the introduction of iMAP
May 6, 20245 min
This first-of-its-kind solution for the wealth management industry Available on iCapital Marketplace, enabling advisors to easily integrate alternative investments with traditional public market portfolios.
FusionIQ launches FIQ Market One
March 28, 20245 min
Digital market to provide access to a diverse array of investment opportunities through unified, white-labeled client and advisor portals