Wolfsen will take over CEO Eric Clarke's role in mid-October. Meanwhile, AssetMark has named Michael Kim, president and chief client officer, as its new chief executive.
RIAs using the platform will be able to create white-label fund strategies including on private credit, equity, real estate, venture capital and infrastructure investments for high-net-worth and ultra-high-net-worth clients.
The Jack Ma-backed fintech company will use its financial large language model to power two applications known as Zhixiaobao, which answers questions for customers, and Zhixiaozhu, an assistant for financial professionals.
The ninth-annual event featured 91 awards presented to 80 companies and individuals from a pool of 253 finalists.
Also, GMO’s Nebo passes $1B in platform assets a year after launching, Finology Software’s website is now live and Focus Financial Partners is UPTIQ’s newest client.
A discussion about mergers and acquisitions and how effective technology and workflow management will drive a new wave of growth in the advice industry.
More than 7,000 advisor firms, 3.6 million client accounts and $1.3 trillion in assets were moved overall.
Eric Ervin, CEO of Onramp Invest, recently acquired by Securitize, discusses wealth management in the age of digital assets.
Many who custody with one or both have seen no major hiccups so far, while some smaller, TD-only firms expressed confusion and frustration.
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