Advisor360°, a leading provider of integrated technology for enterprise wealth management firms, is pleased to announce the appointment of Milind Mehere, founder and former CEO of YieldStreet, to its Board of Directors. An award-winning entrepreneur, Mehere has a track record of building large, scalable businesses and creating new product categories. Mehere most recently served as CEO of the digital investment platform YieldStreet for nine years, growing it to a fintech unicorn with 500,000 members and...

Innovative Collaboration Enhances Access to Leon's Investment Strategies for Financial Advisors and High-Net-Worth Investors

Intellectia.AI (“the Company”), a pioneering fintech startup championing the next wave of AI-native financial platforms for discerning investors, shared insights into the application of AI in financial investment research at the AI Innovation and the Future of Data Intelligence Summit in Shenzhen organized by LSEG (London Stock Exchange Group) Data & Analytics. Founded in 2023, Intellecita.AI has built a comprehensive AI-powered investment research platform for retail investors globally with a mission to democratize financial analysis....

Advisors Excel announced that Tony Compton has been named President of Annuity Marketing. In his new role, Compton will lead efforts to drive growth and profitability for Advisors Excel’s Annuity division. With extensive leadership experience spanning multiple decades, Compton most recently served as Senior Vice President at MassMutual Ascend, where he oversaw the broker dealer and Registered Investment Advisor (RIA) business and third-party Registered index-linked Annuity (RILA) distribution. “Tony’s impressive track record of collaborating with both broker...

David Dodson joins HamptonRock to lead the growth and development of the firm’s service expansion and Austin office