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...
Concurrent Continues Growth Momentum With Addition of Six New Advisors
December 9, 20245 min
The multi-custodial RIA adds a combined $885 million in AUM
Masttro Launches Next-Gen Platform for Wealth Management
December 2, 20244 min
New technology improves the user experience with new capabilities, empowering RIAs and family office managers to better service their UHNW clients
Front Street Capital Management Selects SEI for Custody and Advisor Tech
November 29, 20245 min
Integrated Custody and Technology Solution Powers Connected Experience and Business Growth
Three New Advisors Team Up with Sowell Management in 3rd Quarter
November 28, 20246 min
The advisors, who head separate and distinct businesses under the Sowell umbrella, represent over $220 million in combined AUM
Financial Advisor Team Joins UBS Private Wealth Management in Miami
November 26, 20246 min
UBS Private Wealth Management today announced that financial advisor team AMD Wealth Partners has joined the firm. The team is led by Financial Advisors Ary Velasco, Michael von Borsig and David Cardenas. They join the UBS Miami Private Wealth Management market, led by Brad Rosenberg, and will be located in the downtown Miami office. Together, the Private Wealth Management team was responsible for managing over $1.4 billion in client assets. “On behalf of the entire...