ROffice is similar to other freelance services marketplaces out there, such as Fiverr or Upwork, but it’s specific to the financial services industry.

More than half of the advisory clients in a February survey reported leaving their advisor in 2023, while another 9% thought about it.

The financial technology platforms cited inflation and other factors for the recent increases.

Bruce K. Lee, CEO of Keebeck Wealth Management, is teaming up with a new asset management, research and communications platform to achieve scale via ‘digital army.’

Also, Brooke Juniper is the new CEO of TIFIN’s CIO platform Sage, and FusionIQ has appointed John Phillips as a senior strategic advisor.

The wealthtech company is inching steps closer to an all-in-one wealth management platform.

The platform now includes more than a dozen fee-based alternative strategies, a comparable number of globally diversified passive strategies and five internal SMAs.

The firm revealed Tuesday it acquired AdvisorArch, a portfolio management company and rebalancer.