Vasyl Soloshchuk is CEO and co-owner at INSART, a fintech and Java engineering company. Vasyl is also the author of WealthTech Club, which conducts research into Fortune 500 and start-up robo-advisor and wealth management companies.
SkyView Partners, a leading correspondent lender exclusively focused on empowering independent advisors, broker dealers, and RIAs to pursue mergers, acquisitions and succession plans, announced the launch of their Advisory Practice Board of Exchange (APBOE). APBOE is a subscription-free turnkey solution for buying and selling wealth management practices in conjunction with access to bank financing via a secure and confidential platform.
A new suite of tools from BNY Mellon Pershing purports to help financial advisors better track and ascertain the health of their business performance divorced from the daily dips and jumps of market performance, according to the clearing and custody provider. The suite of tools is called “Money in Motion” and can clue financial professionals into warning signs that might be masked by a market on the upswing, according to Pershing. The initiative to build them was announced in June and were discussed in some detail by Pershing CIO Ram Nagappan at that time.