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.
Entries for InvestmentNews' 5-Star Wealth Management Teams close next week
The strategic PE investor is bolstering its presence in North Carolina through a partnership with the $1.8 billion RIA.
The advisor “failed to disclose multiple conflicts of interest and misappropriated client assets," the SEC said.
Commodity investments were among the biggest winners in 2024, but advisors remain wary of owning them in client portfolios.
The CEO says the besieged bond giant is "fine-tuning" its strategies and would soon start integrating back- and mid-office functions with its parent Franklin.
AssetMark Group CEO explains why the great wealth transfer, succession planning, and personalization will be key for advisors in the new year.
A trust delivery model not only increases the value of an advisor and a firm but is also a natural addition to any firm’s succession plan.
