UPDATE: Zoe Financial Announces Its New Innovative Wealth Platform
Zoe Financial announced public launch of Zoe Wealth Platform. Zoe Financial is the platform where affluent clients find, hire, and grow wealth.
Recent
Advisor360° Acquires the Wealth Management Technology Assets of Agreement Express
Advisor360°’s First Acquisition Brings Multi-Custodian Capabilities, Additional CRM Integrations, and an Expanded Global Team to the Growing Company.
How Some Asset Owners and Managers are Using Technology to Gain Portfolio Insights
Technology, with human involvement, can improve efficiency and enable innovation in portfolio management, sources say.
FNZ to acquire YieldX
Acquisition accelerating the personalization of wealth management solutions across the U.S. market.
Broadridge Extends Digital Wealth Platform Partnership with IGM Financial
IG Wealth Management will leverage Broadridge's R.Broker solution to optimize advisor team productivity and enrich client experience.
Thousands Of PayPal Accounts Hacked—Is Yours One Of Them?
According to a PayPal notice of security incident dated January 18, attackers got unauthorized access to the accounts of thousands of users.
Streamlining Your Practice: How to Create Efficient Business Processes and Automate Your Workflow
Carefully selecting right tools and technologies, you can effectively automate different processes and improve efficiency, accuracy in your business.
