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
RegVerse Expands Avery Platform with Fusion1 Product Suite
August 27, 20244 min
The award-winning Avery platform now includes Fusion1—a comprehensive suite of AI-enabled automated workflow tools to increase the reliability and accuracy of RIA and Broker-Dealer compliance and surveillance programs
Discover how this innovative technology can enhance investment strategies, automate financial processes, personalize client experiences, and improve risk management.