Matson Money: Could Your Brand Use Some Coaching?
The initiative was designed for advisors who want to transform their businesses and learn how to cultivate centers of influence in their local market.
Recent
Envestnet Announces Business Line Transformation To Focus On Its Financial Wellness Ecosystem
The new structure is designed to enable Envestnet to further help the wealth industry deliver an Intelligent Financial Life™ for advisory clients.
FusionIQ Expands Team To Accelerate Growth And Platform Evolution
New COO has deep background working with the biggest RIAs while new CFO knows how to steer transformational change in the fintech space.
Flexible Plan: See The Core In A New Light
It's not about a static center of gravity. Modern investment success revolves around the way all the moving portfolio parts interact dynamically.
SMArtX Advisory Solutions Adds 43 New Strategies to Its Turnkey Asset Management Platform
Seven new managers on the platform include Goldman Sachs, AGF and ZEGA while Janus Henderson and others keep bringing additional models onboard.
Axxcess Hires Danielle Fasse From Orion
In-house understanding of Orion tech will deepen the Axxcess TAMP platform. Read between the lines and alternative asset classes are in play here.
Intelliflo: 20 Advisory Firms Select Cloud-Based RedBlack For Rebalancing And Trading
RedBlack customers report saving hundreds of hours per year due to these added efficiencies, allowing them to build client relationships instead.
