Betterment Advisor Solutions announced the expansion of its model marketplace, adding new portfolio strategies from leading asset managers including Goldman Sachs Asset Management, State Street ...

Kestra Holdings, a leading wealth management company serving independent financial professionals and firms nationwide, today announced the development of a new client portal experience for its ...

The race to get into advisors' tech stacks with AI continues its fast and furious pace this week as Opto Investments welcomes a CAIS veteran to a leadership role, while Jump and Zocks each announce ...

Join ACRL from 1:00 – 2:00 p.m. Central on Thursday, January 22 for the Online Learning webcast “Making Great Video Tutorials: Best Practices and Practical Planning.” This webinar offers a practical, ...

ADDEPAR TECHNOLOGY INDIA PRIVATE LIMITED is a Private Limited Company, governed by the Companies Act as a company limited by shares. Classified as a Non-government company, it is registered under the ...

Portfolio risk management tools are an essential part of your firm's tech stack. These platforms help you spot risks, compare exposures, and adjust portfolios to match each client's risk tolerance and ...

Insights, news and analysis of the crypto market straight to your inbox ...

Insights, news and analysis of the crypto market straight to your inbox ...

In today’s financial services sector, alternative investments—encompassing private equity, venture capital, and private debt—have surged past $15 trillion globally, representing a significant portion ...

If the name Joe Lonsdale doesn’t ring a bell, maybe the name Addepar does. Lonsdale is the billionaire co-founder of the cloud-based investment management platform, which is used by 1,200 wealth ...

Imagine this: you’re in the middle of an important project, juggling deadlines, and collaborating with a team scattered across time zones. Suddenly, your computer crashes, and hours of work vanish in ...