In conjunction with the funding, which included investments from Ritholtz Wealth Management and Mariner, the company is also rebranding as Dispatch.

Summit founder Reed Colley's latest endeavor is being rolled out to Brighton's advisors across 33 states.

Jeff Yabuki, chairman and founding partner of Motive Partners, one of InvestCloud's private equity backers, is the permanent replacement for former CEO John Wise.

Sander Ressler's Vidiance aims to deliver client testimonials compliant with SEC marketing rules.

Since taking over as CEO following co-founder Jud Bergman’s death in 2019, Crager and the company have weathered several storms.

Board chairman James Fox will serve as interim CEO until a successor is found.

The AI-powered employee financial wellness platform is meant to help small- to mid-sized advisors gain traction in the retirement plan market.

Greg Makowski, founding partner of $2 billion AUM CFS, relies on custodian Raymond James for much of its technology.

Despite initial excitement, enthusiasm for Meta’s new social media platform has been flagging among advisors.

F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.