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
AssetMark announced the launch of Advisor Dashboard
March 5, 20243 min
The new eWealthManagerĀ® homepage aims to help advisors manage their businesses more efficiently
Elements launches Complimentary Service for Nascent Advisory Firms
February 1, 20243 min
Advisors managing up to three clients will gain access to Elements platform, enhancing prospecting capabilities
BankProv Joins the MaxMyInterest Platform
March 3, 20234 min
New offering enables depositors to open high-yield savings accounts at BankProv in less than one minute
CGI and National Bank of Canada expand their partnership
February 6, 20234 min
CGI acquires National Bank's innovative financial planning IP solution, AdviceSuite, to expand its Wealth360 digital platform