InvestmentNews’ will spotlight the most beneficial technology and software in its inaugural New Technology Report.
We invite vendors to complete the form in the category most relevant to their organization or product.
This is your opportunity to showcase what makes your technology stand out in the financial services industry.
Winners will be published on the website in November.
Entries close on Friday, July 12.
Potomac Financial Group's move from Raymond James marks Concurrent's first foothold in Maryland as IBD breakaways accelerate.
The wealthtech firm's Custody Command Layer taps into Goldman Sachs Custody Solutions to speed account opening for independent RIAs.
Edward Karan says Aspire Wealth can deliver family office services at a fraction of typical client minimums at private banks.
The Minneapolis-based hybrid RIA opens its first office outside the Midwest as advisor Jennifer McDonald departs Morgan Stanley.
"I wanted to operate in a structure where fiduciary duty applies to every client interaction," said Brett Cohen, managing partner at Evolve Private Wealth.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
