It’s been quite a year in wealth management and technology. Big names changed roles, a lot of new technology launched, …
News
Concurrent taps OneDigital’s David Montgomery to lead retirement business
David Montgomery, managing director of retirement plan services at Concurrent Advisors. The hybrid RIA is going all in on the …
Schwab Accuses Former Rep of Leaving With Client Data
Charles Schwab is taking one of its former reps to court, accusing him of being a “disloyal employee” who allegedly …
Orion set to snap up RIA tech provider Summit Wealth Systems
The strategic acquisition, expected to close early next year, will also see 25-year fintech veteran Reed Colley take on a …
Reed Colley Joining Orion As President Of Technology Unit
adminUpdated on Leave a Comment on Reed Colley Joining Orion As President Of Technology Unit2 min readOrion, one of the major providers of wealth management technology to larger RIAs, is acquiring Summit Wealth Systems, a next-generation portfolio management …
Coastal Bridge Advisors to Merge with TrinityPoint Wealth
NEW YORK–(BUSINESS WIRE)–Focus Financial Partners Inc., a leading partnership of wealth management, business management, and related financial services firms, has …
Envestnet Elevate 2025: Registration Now Open
Envestnet To Showcase Innovations, Roadmaps & How To Unlock The Power of its Wealth Management Platform to Drive Advisor Productivity …
J.P. Morgan Wealth Management Ranks #1 in J.D. Power Digital Experience Study
The firm leads competitors in self-directed and full-service investor satisfaction in website and app NEW YORK, December 19, 2024–(BUSINESS WIRE)–J.P. …
Farther Wins “WealthTech of the Year” at the 2024 US FinTech Awards
Team Farther is proud to announce that we have been named WealthTech of the Year by the US FinTech Awards, a …
Another intra-network RIA merger at Focus Financial
Two of its Connecticut-headquartered partner firms are planning to join forces in a transaction set to close in the first …