EP Wealth establishes a larger presence in Texas with the acquisition of International Research.
Goldman Sachs has announced its intentions for the United Capital brand, which will become Goldman Sachs Personal Financial Management.
Act Analytics launches a new ESG portfolio analytics platform for RIAs.
The Trueyltics-SkyView partnership will benefit financial advisory and wealth management firms on Truelytics’ Advisor Transition Management platform.
NEXA Insights offers advisors a survey platform to gauge client experience and satisfaction.
For advisors, DPM allows them to win over clients previously served by family offices and boutique RIAs exclusively.
Goldman Sachs has created a new consumer and wealth management arm as a result of its latest restructuring.
Hearsay's new tool is meant to proactively protect firms from financial service and telecommunication industry requirements.
Large enterprises demand new features and innovation, and depend on smaller quickly evolving startups for implementation.
LifeYield integrates with Orion Advisor Tech to help advisors minimize their clients’ taxes.
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