Avantos, an artificial intelligence (“AI”)-native operating system built to reimagine how financial institutions onboard and service clients, today announced it has completed a $25 million Series A ...

Unlike standalone AI assistants, Nucleus operates inside Nitrogen's structured data environment. Advisors remain in control, approving actions before they're executed. The system is backed by SOC 2 ...

We analyzed everything from advisor credentials to portfolio options to fees and customer support at some of the larger and more well-known registered investment advisor firms to help connect you with ...

AXA XL, the property and casualty division of global insurer AXA Group, has announced the appointment of Samantha Hazlewood as Head of AXA Group Partnerships and Strategic Client Management for AXA XL ...

Brooke Meister and Alex Dochter have unveiled new digital creator talent firm Link Management, which reps digital creators including social media personality Danielle Walter, NFL Majorette and ...

Portfolio management analytics gives advisors real visibility into portfolio performance, risk, and costs. Instead of piecing together data from multiple systems, you get a single dashboard that shows ...

Transmit represents the professional file transfer solution for managing remote servers and cloud storage, offering comprehensive protocol support and intuitive file management across both macOS and ...

Clarify boundaries and expectations early to prevent client stress, identify bad clients and ensure a smooth freelance experience. Effective onboarding and kickoff calls are critical to ensure against ...

The Department of Veterans Affairs is conducting market research to identify companies capable of providing a new Information Technology Service Management Platform, or ITSMP. The role of advanced ...

Louise S. Dunn, a former practice manager, is a speaker, writer and founder of Snowgoose Veterinary Management Consulting, which provides technical assistance to practice teams to meet their strategic ...

The rumors are true: Waste Management is taking over parts of San Joaquin County. "We put it out to bid because we had some issues where actually city residents were across the street from county ...