Zocks Partners with Practifi to Boost Wealth Management Workflows
April 17, 20255 min
New Integration Enables Seamless Data Flow Between Platforms, Helping Advisors Deepen Client Relationships Through AI-Powered Insights
CAIS Launches Alternative Investments Models Marketplace
March 25, 20255 min
CAIS Models Marketplace enables wealth management firms to host and access multi-asset and multi-manager alternative investment models while giving advisors a more efficient way to integrate alternatives into client portfolios.
Advisor360° Moves Headquarters to Needham, Massachusetts
March 19, 20253 min
WealthTech Leader Relocates to State-of-the-Art Facility at 400 First Avenue
Fidelity® Unveils New ETF Model Portfolios for Wealth Management Firms
February 20, 20254 min
New Target Allocation and Target Risk ETF Model Portfolios Expand Fidelity’s Robust Lineup of Portfolio Solutions Fidelity Data Highlights 9% YOY Growth in Advisors’ Portfolio Allocations to ETFs
Zeplyn Welcomes Kabir Sethi to Its Board
February 13, 20254 min
Veteran wealth management technology executive will provide insight and guidance on product strategy, expanding market presence, and fostering strategic partnerships with leading financial institutions
Arax Investment Partners Acquires Cedrus Financial
January 28, 20253 min
Arax Investment Partners (“Arax”), a premier wealth and asset management platform company backed by RedBird Capital Partners (“RedBird”), today announced that it has acquired Cedrus Financial (“Cedrus”), an established RIA headquartered in Littleton, Colorado, managing around $1 billion in assets under management. Financial terms of the transaction were not disclosed. The acquisition marks the latest addition to Arax’s expanding platform, which partners with leading boutique wealth management firms and financial advisors to unlock strategic business...
CAIS Announces 2025 Nationwide Event Lineup for Advisor Education
January 17, 20255 min
CAIS Live events will empower advisors amidst rising demand for alternative investments
Wealthtender Unveils Innovative Advisor Marketing App
January 15, 20256 min
Testimonial Marketing Studio™ debuts with praise in the marketplace and reinforces Wealthtender's commitment to helping advisors convert more prospects into clients.
HUDSONPOINT capital joins Arete Wealth network of wealth management firms
November 27, 20244 min
Arete Wealth, a full-service Broker-Dealer (BD) and Registered Investment Advisory Firm (RIA), is proud to announce HUDSONPOINT capital has joined its network of wealth management firms. HUDSONPOINT capital has significantly enhanced its capabilities and its access to exclusive investment opportunities by affiliating with Arete Wealth’s broker-dealer, registered investment advisor, and insurance agency. For over two decades, HUDSONPOINT capital has been dedicated to guiding clients towards more promising returns by providing access to alternative investment strategies and...
Merchant Expands into Canada with SPM Financial Partnership
November 21, 20244 min
Industry Veteran Todd Fithian joins Merchant to propel strategic opportunities to growth-oriented wealth management firms throughout Canada