Q&A: New CircleBlack CEO Alex Sauickie Lays Out Vision for Mobile Development Sep 16, 2020 Fintech veteran Alex Sauickie, a former colleague of the late John Michel when the two were at Merrill Lynch, will be leading CircleBlack. Tegra118, Wealth Access Partner in Bid to Show All Client Data on One Screen Sep 15, 2020 The fintechs are intent on providing advisors with a one-stop view of client data. Morningstar Offers 'Front-Row Seats' for VR Conference Attendees Sep 14, 2020 The financial services company has provided attendees an Oculus headset and related programming, an ambitious step. Future Planning: 5 Trends for Planning FinTech’s Next 5 Years Sep 11, 2020 Technology is only going to play a larger role in the success of financial advisory firms in the coming years. By F2 Strategy Research Docupace Appoints New CMO Sep 10, 2020 The digital operations software developer is adding Ryan George to its C-suite, as the firm's new chief marketing officer. SEI Wealth Platform Adds Integration With RIA in a Box Sep 10, 2020 With a number of new compliance measures hitting this year, SEI Wealth Platform is adding an integration with RIA in a Box. M1 Finance Doubles Assets in Six Months Sep 10, 2020 The fintech platform surpassed $2 billion in AUM, after hitting the $1 billion threshold in February. Cambridge Hires API Consultants From INVENT to Redesign Tech Sep 10, 2020 The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT. Tech Decisions for 2021 Start to Add Up Sep 09, 2020 'To spend or not to spend?' That will be the question asked by all advisors looking at their 2021 tech budgets. Ten to Watch in 2021: Carter Malloy Sep 09, 2020 Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company. Load More first previous … 143 144 145 146 147 148 149 150 151 … next last Load More
Tegra118, Wealth Access Partner in Bid to Show All Client Data on One Screen Sep 15, 2020 The fintechs are intent on providing advisors with a one-stop view of client data. Morningstar Offers 'Front-Row Seats' for VR Conference Attendees Sep 14, 2020 The financial services company has provided attendees an Oculus headset and related programming, an ambitious step. Future Planning: 5 Trends for Planning FinTech’s Next 5 Years Sep 11, 2020 Technology is only going to play a larger role in the success of financial advisory firms in the coming years. By F2 Strategy Research Docupace Appoints New CMO Sep 10, 2020 The digital operations software developer is adding Ryan George to its C-suite, as the firm's new chief marketing officer. SEI Wealth Platform Adds Integration With RIA in a Box Sep 10, 2020 With a number of new compliance measures hitting this year, SEI Wealth Platform is adding an integration with RIA in a Box. M1 Finance Doubles Assets in Six Months Sep 10, 2020 The fintech platform surpassed $2 billion in AUM, after hitting the $1 billion threshold in February. Cambridge Hires API Consultants From INVENT to Redesign Tech Sep 10, 2020 The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT. Tech Decisions for 2021 Start to Add Up Sep 09, 2020 'To spend or not to spend?' That will be the question asked by all advisors looking at their 2021 tech budgets. Ten to Watch in 2021: Carter Malloy Sep 09, 2020 Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company. Load More first previous … 143 144 145 146 147 148 149 150 151 … next last Load More
Morningstar Offers 'Front-Row Seats' for VR Conference Attendees Sep 14, 2020 The financial services company has provided attendees an Oculus headset and related programming, an ambitious step. Future Planning: 5 Trends for Planning FinTech’s Next 5 Years Sep 11, 2020 Technology is only going to play a larger role in the success of financial advisory firms in the coming years. By F2 Strategy Research Docupace Appoints New CMO Sep 10, 2020 The digital operations software developer is adding Ryan George to its C-suite, as the firm's new chief marketing officer. SEI Wealth Platform Adds Integration With RIA in a Box Sep 10, 2020 With a number of new compliance measures hitting this year, SEI Wealth Platform is adding an integration with RIA in a Box. M1 Finance Doubles Assets in Six Months Sep 10, 2020 The fintech platform surpassed $2 billion in AUM, after hitting the $1 billion threshold in February. Cambridge Hires API Consultants From INVENT to Redesign Tech Sep 10, 2020 The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT. Tech Decisions for 2021 Start to Add Up Sep 09, 2020 'To spend or not to spend?' That will be the question asked by all advisors looking at their 2021 tech budgets. Ten to Watch in 2021: Carter Malloy Sep 09, 2020 Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company. Load More first previous … 143 144 145 146 147 148 149 150 151 … next last Load More
Future Planning: 5 Trends for Planning FinTech’s Next 5 Years Sep 11, 2020 Technology is only going to play a larger role in the success of financial advisory firms in the coming years. By F2 Strategy Research Docupace Appoints New CMO Sep 10, 2020 The digital operations software developer is adding Ryan George to its C-suite, as the firm's new chief marketing officer. SEI Wealth Platform Adds Integration With RIA in a Box Sep 10, 2020 With a number of new compliance measures hitting this year, SEI Wealth Platform is adding an integration with RIA in a Box. M1 Finance Doubles Assets in Six Months Sep 10, 2020 The fintech platform surpassed $2 billion in AUM, after hitting the $1 billion threshold in February. Cambridge Hires API Consultants From INVENT to Redesign Tech Sep 10, 2020 The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT. Tech Decisions for 2021 Start to Add Up Sep 09, 2020 'To spend or not to spend?' That will be the question asked by all advisors looking at their 2021 tech budgets. Ten to Watch in 2021: Carter Malloy Sep 09, 2020 Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company. Load More first previous … 143 144 145 146 147 148 149 150 151 … next last Load More
Docupace Appoints New CMO Sep 10, 2020 The digital operations software developer is adding Ryan George to its C-suite, as the firm's new chief marketing officer. SEI Wealth Platform Adds Integration With RIA in a Box Sep 10, 2020 With a number of new compliance measures hitting this year, SEI Wealth Platform is adding an integration with RIA in a Box. M1 Finance Doubles Assets in Six Months Sep 10, 2020 The fintech platform surpassed $2 billion in AUM, after hitting the $1 billion threshold in February. Cambridge Hires API Consultants From INVENT to Redesign Tech Sep 10, 2020 The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT. Tech Decisions for 2021 Start to Add Up Sep 09, 2020 'To spend or not to spend?' That will be the question asked by all advisors looking at their 2021 tech budgets. Ten to Watch in 2021: Carter Malloy Sep 09, 2020 Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company. Load More first previous … 143 144 145 146 147 148 149 150 151 … next last Load More
SEI Wealth Platform Adds Integration With RIA in a Box Sep 10, 2020 With a number of new compliance measures hitting this year, SEI Wealth Platform is adding an integration with RIA in a Box. M1 Finance Doubles Assets in Six Months Sep 10, 2020 The fintech platform surpassed $2 billion in AUM, after hitting the $1 billion threshold in February. Cambridge Hires API Consultants From INVENT to Redesign Tech Sep 10, 2020 The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT. Tech Decisions for 2021 Start to Add Up Sep 09, 2020 'To spend or not to spend?' That will be the question asked by all advisors looking at their 2021 tech budgets. Ten to Watch in 2021: Carter Malloy Sep 09, 2020 Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company. Load More first previous … 143 144 145 146 147 148 149 150 151 … next last Load More
M1 Finance Doubles Assets in Six Months Sep 10, 2020 The fintech platform surpassed $2 billion in AUM, after hitting the $1 billion threshold in February. Cambridge Hires API Consultants From INVENT to Redesign Tech Sep 10, 2020 The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT. Tech Decisions for 2021 Start to Add Up Sep 09, 2020 'To spend or not to spend?' That will be the question asked by all advisors looking at their 2021 tech budgets. Ten to Watch in 2021: Carter Malloy Sep 09, 2020 Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company. Load More first previous … 143 144 145 146 147 148 149 150 151 … next last Load More
Cambridge Hires API Consultants From INVENT to Redesign Tech Sep 10, 2020 The independent broker/dealer is the first to use both consulting and tech solutions provided by Oleg Tishkevich's fintech upstart, INVENT. Tech Decisions for 2021 Start to Add Up Sep 09, 2020 'To spend or not to spend?' That will be the question asked by all advisors looking at their 2021 tech budgets. Ten to Watch in 2021: Carter Malloy Sep 09, 2020 Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company. Load More first previous … 143 144 145 146 147 148 149 150 151 … next last Load More
Tech Decisions for 2021 Start to Add Up Sep 09, 2020 'To spend or not to spend?' That will be the question asked by all advisors looking at their 2021 tech budgets. Ten to Watch in 2021: Carter Malloy Sep 09, 2020 Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company. Load More first previous … 143 144 145 146 147 148 149 150 151 … next last Load More
Ten to Watch in 2021: Carter Malloy Sep 09, 2020 Carter Malloy wants to create a new asset class via a platform where clients can buy and sell slices of farmland as easily as they can shares of Deere & Company. Load More first previous … 143 144 145 146 147 148 149 150 151 … next last Load More