What Advisors Should Watch For in Crypto in 2022
Perhaps the biggest trend is that more and better tools and services for financial advisors are almost sure to come online this year.
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SIMON Announces Strategic Investment from Citi
Citi is the latest market participant to make a strategic investment in SIMON, deepening the partnership between the two firms.
Altruist Partners With Wealthbox CRM to Deliver Advisors More Quality Choices for Building and Scaling Their Firms
Altruist, an all-in-one custodial solution for modern financial advisors, announces a strategic integration with Wealthbox CRM.
Which Tech Tool has been the Biggest Lifesaver for Your Business?
Tech tools that were lifesavers.
Wahed Invest, an Ethical Investing Platform, Hit with Charges by SEC
(Crowd Fund Insider) - The US Securities and Exchange Commission (SEC) has filed charges against Wahed Invest, a “robo-advisor,” for “misleading statements and breaching its fiduciary duty,
Independent RIA INVST Selects Andes Wealth Technologies for Onboarding
INVST leverages integration between Andes Wealth Platform, Orion Advisor Tech, and Charles Schwab/TD Ameritrade, integrating client-facing technology.
UX Wealth Partners Adds Qraft's AI-Driven Strategies to its Model Marketplace
Qraft's alpha-generative deep learning-based algorithms join an exclusive roster of AI-driven investment solutions available to UX Wealth advisors.
