Financial Advisors

CircleBlack, Inc., a cloud-based software platform for financial advisors announced it has appointed Lincoln Ross as CEO and president. Ross also has…

Wealthbox, a leading CRM software platform for financial advisors, announced that Frontier Growth, a growth equity firm focused on fast-growing…

AssetMark announced the launch of AssetMark Marketing Advantage, an all-in-one marketing platform that helps financial advisors build relationships…

Forum Financial Management: What can RIAs learn from the healthcare industry about swift adaptation to change? It is no secret that the COVID-19…

Powerful AppCrown technology makes integration seamless, without code, no manual input and within 24 hours Zephyr, a subsidiary of Informa plc and a…

Eaglebrook IQ brings training and education on the digital asset market to financial advisors Eaglebrook Advisors the largest separately managed…

FP Alpha, an AI-driven, holistic financial planning solution for financial advisors, announced the launch of their new tool, The Prospect Accelerator.…

Financial Advisors and their Clients Can Now View Digital Asset Positions in Portfolio Reporting Systems Used for Conventional Assets Blockchange,…

Vanguard announced it has completed the acquisition of Just Invest, a provider of tax-managed, tailored wealth management technology. Just Invest's…

FactSet a global provider of integrated financial information, analytical applications, and industry-leading service, announced that it has been…