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AssetBook and Wealthbox Team Up to Enhance Advisor Experience

AssetBook, a SaaS-based portfolio monitoring and reporting platform has announced that they have completed integrations with Wealthbox CRM, a modern client relationship management tool,...

Smartria® & Kitces.Com Partner To Offer IAR Continuing Education

Smartria, a cloud-based software solution for compliance management for investment advisors, has announced a partnership with Kitces.com to provide online education content for continuing...

Practifi Launches New Business Development App for Wealth Management Industry

Performance optimization platform purpose-built for the wealth management industry, Practifi, has announced the rollout of a new business development application (BD app) for managing...

Practifi Bolsters Go-To-Market Strategy and Prepares for Growth

Practifi, a performance optimization platform for the wealth management industry, has announced the promotion of Umesh Banga as Senior Director, Go-To-Market for Practifi, with...

Andes Wealth Tech Selected by Independent RIA Waterway

Innovative wealth management platform, Andes Wealth Technologies, has announced that it has signed Waterway Wealth Management, a Texas-based RIA with $500 million in AUM...

Practifi Names Tim Highland as Head of Product Strategy

Practifi, a performance optimization platform for the wealth management industry, has announced that Tim Highland will serve as Head of Product Strategy. In this...

Revolutionary Retirement Income Style Awareness (RISA) Assessment Founders Announce Formation of Advisory Board

The RISA, a psychology-backed, research-driven income personality assessment transforming retirement income planning, released in a recent announcement the formation of its inaugural industry Advisory...

Andes Wealth Technologies Recognized at 2022 Thinkadvisor Luminaries Awards

Andes Wealth Technologies, the first company to use behavioral finance and risk analytics to empower financial advisors, has been named the winner of the...

Meradia Appoints 25-Year Industry Veteran Martin Ouellette as Director

Global leader in consulting for investment operations and technology, Meridia, has announced that industry veteran Martin Ouellette has joined the firm as a Director....

Limitless Advisor Coaching Program Makes Commitment to Supporting Diversity

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...

C.J. Lawrence Named to PSN Top Guns List of Best Performing Strategies

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...

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AssetBook and Wealthbox Team Up to Enhance Advisor Experience

AssetBook, a SaaS-based portfolio monitoring and reporting platform has...

Smartria® & Kitces.Com Partner To Offer IAR Continuing Education

Smartria, a cloud-based software solution for compliance management for...

Practifi Launches New Business Development App for Wealth Management Industry

Performance optimization platform purpose-built for the wealth management industry,...

Practifi Bolsters Go-To-Market Strategy and Prepares for Growth

Practifi, a performance optimization platform for the wealth management...

Andes Wealth Tech Selected by Independent RIA Waterway

Innovative wealth management platform, Andes Wealth Technologies, has announced...
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