Global leader in consulting for investment operations and technology, Meridia, has announced that industry veteran Martin Ouellette has joined the firm as a Director....
The Limitless Advisor Coaching Program Founder, Stephanie Bogan, announced the recipients of their inaugural "I AM LIMITLESS" Diversity Scholarship which awarded over $50,000 in...
New York-based investment adviser, C.J. Lawrence, announces it has been named to the celebrated PSN Top Guns List of best performing separate accounts, managed...
Helios Quantitative Research is launching a new toolkit and workflow, called Helios Tools, for advisors building and customizing their own investment models, according to...
Advanced financial planning capabilities are coming to the Pershing X platform, according to a recent announcement. The technology provider is working with financial planning...
Geowealth is redefining what it means to be a modern turnkey asset management platform (TAMP). The Chicago-based firm recently launched a suite of powerful...
Advisor technology developer Practifi is launching a new, silo-busting analytics tool designed to provide wealth management executives with unprecedented business intelligence and insights, according...
Wealthtech platform provider Practifi and multi-billion-dollar hybrid RIA Concurrent Investment Advisors are entering a new partnership. Practifi’s powerful CRM technology and business intelligence capabilities...
