Is your firm's tech stack driving away financial advisors?

Just as a sports car needs paved roads for optimal performance, planning software without fast, accurate and accessible data makes for a bumpy ride for financial advisors and their clients. Read More

Climate, talent and financial leadership moves across the market

One of the companies mentioned here makes its first major executive-level hire with the support of a new private equity investor. Read More

Wealth Management Sector and M&A Robust in 2024

Echelon Partners reports 90 transactions in Q1, while a separate report from data firm Technavio forecasts the global wealth market to grow 7% annually to 2027. Read More

Data rights activist explains how NFTs can revolutionize asset management

Brittany Kaiser discussed the transformative potential of NFTs and tokenization in real-world assets and finance. Read More

FactSet enhances Portfolio Management Solutions with PM Hub

One of PM Hub’s key differentiators is its seamless integration with FactSet’s Research Management System (RMS) platform, connecting both internal analyst and broker research directly to the portfolio ... Read More

Wichita Technology News

As a full-service law firm, Penner Lowe Law Group, LLC is dedicated to meeting… NCRI – National Catastrophe Restoration, Inc. is firmly embedded in its local roots right here in… The Wichita ... Read More

Denver Technology News

Presented by Denver Business Journal + Pluralsight Small businesses are the foundation of our economy, facing unprecedented challenges. DBJ's Small Business… ... Read More

The Strategic Advantage of Outsourcing Investment Management

What are the benefits of outsourcing investment management? Lee Andreatta explains how Advyzon, built on a scalable single-source code, offers advisors a comprehensive decision tree to evaluate ... Read More

Dallas Technology News

brings to you the world’s leading experts… Save the date for the 2024 Women in Technology Awards celebrating the region's top… Mar 29, 2024, 5:30 pm CDT Technology ... Read More

Birmingham Technology News

industry insiders… The CIO of the Year ORBIE Awards is the premier technology executive recognition program in… It's time for our 19th annual Birmingham Business Journal's Best Places to Work ... Read More

Jacksonville Technology News

Forbes Magazine's list included 200 firms. That… Join us for the 2024 Technology Leader of the Year awards celebration! Honorees and tickets… Join the Jacksonville Business Journal for a ... Read More

Dayton Technology News

Showcase your company news with guaranteed exposure both in print and online Get your event in front of thousands of influential leaders in the Dayton community ... Read More