Fintech
Fintech
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The CEO of Myriad Advisor Solutions came to Future Proof to talk tech and make business connections — seeing a flash mob formation was just a bonus.
February 8 -
The firm's recruiting chief shared the latest updates with FP amid record financial advisor headcounts and an effort to expand beyond its traditional label as an IBD.
February 7 -
The San Francisco technology company is partnering with Onramp Invest to offer registered investment experts tools for facilitating larger digital asset transactions.
January 25 -
The revamped Estate Snapshot tool promises to create estate planning documents in minutes rather than days through artificial intelligence.
January 24 -
The 2024 T3/Inside Information survey on the tools and tech advisors use has landed. Here's what you need to know.
January 24 -
Big announcements by Franklin Templeton, TIFIN and CogniCor display why experts see vast potential for artificial intelligence helping — rather than replacing — financial advisors.
January 23 -
Arming advisors for the future — one in which humans and machines get along just fine — was on the minds of the two Orion execs.
January 22 -
In sunny Huntington Beach, California, Advyzon CRO John Mackowiak spoke about the industry's direction — and what he liked best about the oceanside festival.
January 19 -
The TAMP developed its new tools after consulting with a group of financial advisors on the design and functions.
January 16 -
The firm received new investments from funds linked to Ritholtz Wealth Management and Mariner Wealth Advisors as RIAs seek to ease their client onboarding.
January 11