Amplify Expands Leadership Roster with New President and CRO
March 30, 20266 min
Jason Rowley appointed to President, leading day-to-day operations; Kimberly Hill named Chief Revenue Officer, driving sales and client acquisition to accelerate growth
The Firm Partners with Eton Solutions to Cut Processing Time by 80%, Redirecting Valuable Staff Time Toward Clients and Financial Planning Decisions Shade Tree Advisors, a multi-family office serving high-net-worth families, is working with EtonAI™ by Eton Solutions to significantly streamline its operations. Eton Solutions’ wealth management platform supports more than $1.4 trillion in assets for over 1000 of the world’s wealthiest families. By integrating the company’s artificial intelligence into its core workflows, Shade Tree...
iCapital, Aladdin Wealth Partner to Expand Alternatives Access
March 26, 20264 min
Advisors using Aladdin Wealth will gain a more streamlined, unified approach to incorporating alternatives into portfolio construction and diversification
Envestnet Tamarac Helps RIAs Scale Advice with Transparency
March 25, 20267 min
First Quarter Technology Release Enhances Embedded Trading Oversight, Reporting Flexibility, and Mobile Client Experience March 24 Client Webinar Provides Deeper Dive Into Platform Updates and a Preview of Upcoming Enhancements Envestnet, the leading Adaptive WealthTech company, has introduced new enhancements to its Tamarac platform, focused on improving trading transparency, accelerating account management, enhancing reporting flexibility, and modernizing the client portal experience for registered investment advisors (RIAs). This release is part of Envestnet’s first quarterly technology...
PWL Capital Selects d1g1t to Boost WealthTech Growth
March 19, 20264 min
Fully Integrated Wealth Management Platform Unifies Operations, Freeing Advisors to Focus on Delivering Personalized Client Experiences
DriveWealth Powers Ualá’s Launch of U.S. Stock Investing in Mexico
March 13, 20266 min
Partnership with one of the fastest-growing neobanks in Latin America expands access to fractional U.S. equities, enabling Mexican investors to enter global markets DriveWealth, a global B2B Brokerage-as-a-Service platform designed to make investing easier for partners and their customers, today announced its partnership with Banco Ualá, a leading Latin American neobank, to launch Acciones (Stocks), a new service enabling Mexican consumers to invest in U.S. equities. Through this collaboration, Ualá users can now invest in shares...
Graphene Launches Authorised Investment Platform for Alpha Investment Office
February 25, 20265 min
Platform delivers regulated infrastructure, custody connectivity and end-to-end investment operations to support Alpha’s growth strategy
Beacon Financial Corporation Announces Debut of Beacon Bank
February 25, 20264 min
Beacon Financial Corporation the successful combination of four storied financial institutions under one new brand, Beacon Bank , one of the 100 largest banks in the United States. With more than 145 branches and commercial centers across New England and New York, Beacon Bank differentiates itself by combining deep local roots with nearly 200 years of proven financial strength, expert guidance and highly personalized service. Unlike other banks that rely on distant decision makers, Beacon...
KeyBank Deepens Middle Market Commitment with Family Office Banking Team
February 10, 20265 min
Five-Person Team Led by Ward Nixon Brings National Family Office and Sponsor Finance Expertise; Strategic Investment Differentiates Commercial Bank's Integrated Platform