Steward Partners Completes Umpqua Investments Acquisition
Deal Adds $3.4 Billion in Client Assets and 22 Advisors to Partnership and Expands Reach to West Coast
Steward Partners Holdings, LLC an…
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Financial Advisors
BOK Financial Advisor Trust Services Now Available as Embedded Offering via Envestnet Trust Services…
Integration Strengthens Soon-to-Launch Platform Powered by Trucendent, Delivering One-Stop Marketplace for Enabling RIAs & Broker-Dealers to…
Kingswood US Launches Digital Alternative Investments Platform, Powered by WealthForge and Altigo
All-Digital Platform for Fast-Growing Independent Wealth Management Firm Reduces Paperwork, Allows Seamless Document Delivery and Signature Collection…
AdvicePay Launches Mobile Check Deposit To Collect Financial Planning Fees
AdvicePay’s Innovative payment processing technology enables advisors and branch office staff to easily, remotely, and compliantly deposit checks,…
Altruist Raises Funding, Adds to Board of Directors to Accelerate Efforts to Disrupt Custodial…
Bill McNabb, former Chairman and CEO of Vanguard, joins Altruist’s Board of Directors
Altruist, a fully-integrated digital investment platform for…
BondIT and Scorable Merge to Boost Digital Transformation of Fixed-Income Investing
Creates innovative one-stop platform for asset & wealth managers to fully automate and optimize portfolio management and research process
BondIT,…
Adhesion Wealth Partners with WealthShield on OCIO+ Services
Adhesion OCIO+ enables advisors to better serve their clients across all market conditions
Adhesion Wealth announced a strategic partnership with…
Oranj Adds Reporting Feature to Its Platform for Financial Advisors
Investment reports that allow advisors to quickly and easily generate detailed client communications
Oranj, a single platform for financial…
Ex-Ola Advisor Led Vans Group Partners With Successroute
Will Strengthen its corporate finance practice for Startups and SMEs
Vans Group (Vans Investments and Vans Skilling), founded by former Ola Advisor…
Proformex and Ensight Team up to Transform Life Insurance Inforce Policy Monitoring
Ensight’s API platform advances transparency and oversight for insurance agents and financial advisors
Ensight, the leading life and annuity…
