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.
FP Alpha Launches FP Alpha TAX as Standalone Product for Advisors
January 14, 20257 min
FP Alpha, the innovative AI-powered advanced planning platform, is excited to announce the launch of FP Alpha TAX, the platform’s popular tax offering, that is now available as a standalone product. This unbundling aligns with FP Alpha’s mission to provide financial advisors with cutting-edge tools to enhance their value proposition and offer advanced planning services (such as tax and estate planning services) to their entire client base. Similar to their Estate Planning offering, this change allows advisors...
Cerity Partners Welcomes Prio Wealth
January 10, 20253 min
The addition of Prio Wealth will deepen Cerity Partners' wealth management offerings for private and corporate clientele across the Boston metropolitan area. The merger adds $4.1B in AUM to Cerity Partners.
William Blair Names Stewart Licudi Head of European Investment Banking
January 8, 20254 min
William Blair, the premier global boutique with expertise in investment banking, investment management, and private wealth management, has named Stewart Licudi as the firm’s head of European investment banking. Based in London, Licudi will lead William Blair’s investment banking advisory activity in Europe. “Stewart draws on decades of delivering world-class outcomes for clients and has played a pivotal role in expanding our capabilities across the continent. He has been living into and epitomizing our culture of collaboration...
Indivisible Partners Launches Independent Advisory Firm
January 7, 20259 min
Company Welcomes $640 Million New York-Based Woodring I LeRoy Capital Advisors as Inaugural Team
Pocketnest Announces Canadian Market Expansion
December 27, 202415 min
Fintech makes AI-enabled platform available to Canadian financial institutions
A Roundup of Innovations, the Future of Finance
December 20, 202422 min
From AI-powered wealth management to blockchain-based transactions, fintech is composing a new symphony for the financial world. This roundup explores the key innovations orchestrating this transformation.
intelliflo redblack delivers 110+ customer-driven product enhancements
December 17, 202425 min
intelliflo, the global cloud-based technology solution for financial advisors, today announced that it has delivered more than 110 enhancements in the past year to intelliflo redblack, the company’s award-winning rebalancing and trading solution. Approximately 75% of these enhancements stemmed directly from customer feedback, highlighting intelliflo’s commitment to shaping its technology in line with the needs of financial advisors. These enhancements have resulted in notable efficiency gains for advisors across the country, allowing them to spend...
Lido Advisors Announces Partnership with Avitas Wealth Management
December 12, 20244 min
Avitas to Join with more than $1.1 Billion in RAUM and Enhance Lido's Los Angeles Home Base
Orion Announced Chris Shutler as Head of Strategy
December 10, 20244 min
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced the appointment of Chris Shutler, CFA, as Head of Strategy. In his new role, Chris leads the development and execution of corporate strategy, including market analysis and growth opportunities. Chris also serves as a trusted advisor and thought partner to the executive leadership team, facilitating effective decision-making and communication while overseeing special projects. He reports...