Flourish Announces Relationship with Carson Group
April 14, 20254 min
Carson Group to Bring Held-Away Cash Solution to its Advisors
Jump Closes $20 Mn Series A Funding Round, Led by Battery Ventures
February 4, 20259 min
New funding will accelerate Jump’s rapid growth, drive development of advanced artificial intelligence (AI) tools to increase productivity and streamline client interactions for financial advisors
Gainbridge® and RetireOne® to Offer Innovative Annuity Products to RIAs
October 23, 20244 min
Gainbridge®, through its Group 1001 affiliate, announced a partnership with RetireOne, the leading independent platform in the annuity marketplace for registered investment advisors (RIAs). RetireOne, an outsourced insurance desk, provides RIAs and their customers valuable solutions that are simple to use, easy to understand, and delivered with outstanding service. RIAs now have platform access to two of Gainbridge®’s high-yield multi-year guaranteed annuity (MYGA) products – FastBreak™1 and SteadyPace™2,3. With this partnership, RetireOne is the first outsourced...
Kwanti Wins WealthManagement.com Industry Award for Portfolio Analytics
September 24, 20247 min
In addition, Kwanti named a finalist in the ThinkAdvisor 2024 Luminaries Awards
Spectrum Investment Advisors announces new hires
May 20, 20245 min
Spectrum Investment Advisors is thrilled to announce the exciting three additions to our firm. Spectrum continues to grow and seek individuals who bring not just talent, but also heart. These new hires exemplify this perfectly, possessing both a relentless work ethic and a deep care for their colleagues and our mission. Max Flanagan, AAMS®, CFP® hired as Wealth Manager Max is licensed as an Accredited Asset Management Specialist (AAMS®) and Certified Financial Planner (CFP®). Max started at...
OneAdvisory rebrands as Dispatch, closes $8 Mn seed funding round
January 11, 20245 min
Refreshed brand identity better aligns with Dispatch’s unique ‘data orchestration’ solution that solves data flow challenges experienced by RIAs and wealthtechs
Altruist Announces Altruist Clearing
March 3, 20235 min
The financial technology company is launching the first all-in-one custodian – combining custody with digital account opening, trading, reporting, and billing into a single, streamlined solution built exclusively for RIAs.