Wealth Management

The company's newest partnership simplifies disclosure process for financial advisers by enhancing the existing MyRIACompliance Archiving Solution RIA in a Box, a leading Software-as-a-Service (SaaS) provider of compliance, cybersecurity…
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Dynamic, Customizable Framework Allows Companies to Seamlessly and Immediately Integrate Industry Standard AI-Enabled Digital Assistant into Critical Processes CogniCor, the leading provider of artificial intelligence-powered digital…
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Innovative AI-driven Business Support System now automatically monitors and notifies advisors on incoming service alerts for client accounts on Schwab’s platform benjamin, the only business support system driven by AI and…
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Expanded capabilities enable advisors to submit email, social, website and other content directly from FMG Suite's industry-leading marketing platform and new mobile app FMG Suite, a SaaS company specializing in marketing software and…
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Advisor Group, the nation's largest network of independent wealth management firms, announced that financial professionals using MyCMO, its turnkey digital marketing platform, achieved significantly higher year-over-year growth rates as…
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Key executive addition will focus on expansion of media and events, including WealthManagement.com, Inside ETFs and Inside WealthStack, and strategic industry expansion Today, Informa Connect announced a key executive appointment as part…
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Smarsh, enabling organizations to manage risk and uncover value within their electronic communications, today announced the addition of two senior leaders to its executive team in support of the company's significant growth and demand…
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Blucora, Inc. , a leading provider of technology-enabled, tax-focused financial solutions, today announced the appointment of Tina Perry to the Company’s Board of Directors, effective February 27, 2021. As the fourth new independent…
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Women over 40 now have a new favorite podcast to use as a vehicle for change with the launch of In the Suite, available on Apple Podcasts, iHeart Radio, Google Podcast, Spotify, Sticher, and Tune In + Alexa Founded by Tina Powell, CEO of C…
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Docupace announces Tracker BI product for delivery and comprehensive digital management of Form CRS and disclosures for Wealth Management Firms Docupace, the leader in cloud-based fintech digital operations software for the wealth…
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The rapid advancement of smart technologies, such as artificial intelligence (AI), big data analytics, cloud computing, and blockchain, compounded with the changing demographics in the existing and potential customer base of wealth…
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The Evolution Of Robo-Advisors One of the byproducts of the 2008 financial crisis was the appearance of the first-ever robo-advisors. Ten years later, robotic wealth management solutions have become the norm and every day, leading…
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