Wealth Management

Mako Fintech, a financial technology platform that automates wealth management processes, announced it has been selected by the Ontario Securities…

A Series of Conversations with Senior Executives that Explore What It Really Takes to Be a Top Woman on Wall Street Come In, Let’s Talk: …

The Mather Group, LLC (TMG), a wealth management firm with 10 offices across the country and more than $8.1 billion in assets under management (AUM)1,…

Bi-directional integration allows for automatic key account opening compliance checks Skience, a leading financial services solution and…

iCapital’s network of more than 10,200 advisors serving high-net-worth clients will gain streamlined access to Golub Capital’s alternatives…

Abra, a leading wealth management cryptocurrency platform, announced the appointment of Justin McMahan as Chief Financial Officer, effective…

--First Republic Bank , a leading private bank and wealth management company, announced that its Board of Directors has named Mike Roffler CEO of the…

Company continues strategic expansion to address industry demand --Advisor360°, a Software as a Service (SaaS) provider of integrated technology…

Catapult Partners is excited to announce its partnership with Aidentified, the leader in AI-powered prospecting and relationship intelligence.…

New Offerings Provide Firms with Greater Choice and Flexibility Financial advisors can open client accounts faster than before, in as few as 90…