Why Digital Assets Require Active Management

Nov 09, 2021

Thoughtful active management can help provide real value in nascent, rapidly evolving markets, like digital assets.

Vestwell to Acquire Sumday; Tolerisk Partners With FinMason; Plus a Robo Revamp

Nov 05, 2021

Vestwell takes on $20 billion in workplace assets in its acquisition, while one of the last independent risk providers makes an integration and a bank robo gets a refresh.

Simon Markets, +Subscribe Partner to Give Advisors a 'Buy' Button for Alt Investments

Nov 04, 2021

The firms provide independent advisors another route to transacting and managing alternative investments.

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Advisors Deserve Wealth Management CRM

Nov 15, 2021

Improve the advisor experience with wealth management CRM.

Wealthies Circle Podcast: The Future of Technology Is Now with Jack Swift

Nov 04, 2021

TIFIN President Jack Swift dives into how the firm's nine business units use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.

Modern TAMP GeoWealth Lands $19 Million Series B

Nov 04, 2021

The 'technology firm in the shape of a TAMP' intends to use the capital to expand its engineering and distribution capabilities.

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Client Engagement In the Digital Age

Nov 04, 2021

Convenience is quickly evolving into an essential element of any successful business. Advisors need to level up their digital experiences with clients to stay relevant.

Ten to Watch in 2022: Ben Cruikshank

Nov 02, 2021

Ben Cruikshank is Head of Flourish, a subsidiary of MassMutual

Ten to Watch in 2022: Shachar Kariv

Nov 02, 2021

Shachar Kariv is Co-founder of Capital Preferences; Benjamin N. Ward Professor of Economics and the Economics Department Chair at University of California, Berkeley

Ten to Watch in 2022: Matt Reiner

Nov 02, 2021

Matt Reiner is CEO and Co-founder of Benjamin; Partner at Wela Strategies LLC and Capital Investment Advisors