The advisor billing and compliance advisor platform promoted Kelsey Lewis to president.
The agency has argued that most tokens are subject to its rules.
The bank launched a new range of thematic investment baskets that were made with the help of AI.
The expanded platform gives advisors more access to alt investments off the platform.
The two firms hope to make a more streamlined alternative investment experience for advisors.
Mike Fanning retired from Mass Mutual Last May after 17 years with the company.
The partnership will allow CAPTRUST to consolidate its alternative products on one platform.
The move sets Foundation Source up for future growth, the organization said.
Outsourcing technology solutions requires a high level of due diligence, says Ncontracts CEO Michael Berman.
Rob Pettman will oversee growth strategies at the Boulder, Colo.-based technology incubator.
Surge Ventures said its acquisition of Kovair Software will provide wealth managers with better data management solutions.
Only 10% of respondents said they have all the tech they need.
Even small allocations to a bitcoin portfolio can improve returns, say these asset management firms.
Mirador is a provider of investment data aggregation and financial reporting.
Robo-based RIAs wanting to register with the SEC can't see people in person anymore.
Three strategists at FA's Invest In Women conference offered their take on the market's rising sectors.
Delphia (USA) and Global Predictions agreed to pay $400,000 in penalties for the false claims, the agency said.
The company is devoting $60 million to its technology budget this year, CEO Michael Kim said.
Even AI engineers have a problem conveying how the technology works, the regulator said.
Casady has been a leader in fintech and philanthropy for four decades.