FNZ is making another move in the U.S., leading the funding round and taking a minority stake in the firm.
The wealthtech veteran has more than 15 years of wealth management and fintech experience.
Smarsh announced comprehensive capture and archive support for Zoom chat, voice and video recordings.
With the industry lagging in mobile app development, compliance technology firm RIA in a Box is unveiling an advisor-focused app.
Rodney Branch, a former executive at Prudential and Athene USA, will lead Luma's marketing efforts as chief marketing officer.
Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.
TD Ameritrade is one of the latest firms to be hit up for patent infringement money.
Amid increased client engagement, the right tech can enable advisors to serve more clients without increasing head count.
Linda Ding describes how Laserfiche allows advisors to streamline their document processing.
North American firms are ahead of the curve, Aite says.
