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Glenn Wisegarver is founder and CEO of Sigma IQ Inc., which makes an account reconciliation platform powered by AI.
October 21
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Penny Crosman is Executive Editor, Technology at American Banker. She is based in New York. She guides technology coverage at American Banker and other Arizent brands. She also hosts the American Banker podcast and from time to time writes about artificial intelligence and related tech topics.
Prior to taking on this role, she was Editor in Chief of Bank Technology News. She has held senior editorial roles at Bank Systems & Technology, Wall Street & Technology, Intelligent Enterprise, Network Magazine and Imaging Magazine.
October 21
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Neal Schoenbach is vice president of business development and virtual care strategy at GlobalMed.
October 21
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The move follows similar offers from other major brokerages in the last two weeks, as firms race to woo clients with the lowest-priced products possible.
October 21
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The RobustWealth and Wells Fargo acquisitions are boosting the firm’s technology and scale as firms of its type diverge on their approach to a changing industry.
October 21
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The Iowa Public Employees’ Retirement System is yanking the $386 million it has invested after the billionaire made vulgar comments at an industry conference.
October 21
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The hybrid RIA pivots to take on Dynasty as a platform provider, offering equity as a sweetener.
October 21
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When searching for the right plan, it is important that retirees assume their health will one day change.
October 18
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The regulator’s expanding number of share-class cases fill in the details it says have been missing from Form ADV disclosures about conflicts of interest.
October 18
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Technology tools are pitched as time savers, but that’s not how advisors are actually using them.
October 18
