MediaBridge Capital Advisors, a leading boutique investment bank focused on the international media technology industry, has hired post industry veteran Leon Silverman as a Senior Strategic Advisor.

OMAHA, Neb.--(BUSINESS WIRE)--Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprise firms that serve them, today announced several of the ...

As the wealth management industry loses advisors to retirement, the key to attracting and retaining younger and new talent will be investing in technology and brand-building, according to the “2025 ...

SANTA BARBARA, Calif., Sept. 16, 2025 /PRNewswire/ -- Leading financial advisory firm World Investment Advisors, LLC (World) announced today that technology veteran Bill Altman has joined the firm as ...

Mr. Selipsky to advise on KKR’s $179B Real Assets platform as digital infrastructure retools for the AI era KKR, a leading global investment firm, today announced the appointment of Adam Selipsky, ...

Crowley’s extensive experience in launching and scaling-up innovative MEMS technology companies will help Sheba Microsystems bring its novel micro-actuator to market in priority target industries ...

Model portfolios simplify portfolio management, allowing financial advisors to deliver customized investment strategies without starting from scratch. Leveraging technology, advisors can access ...

BERWYN, PA — Envestnet has unveiled a five-year strategic plan backed by a $1 billion investment in research and development aimed at reshaping how financial advisors serve clients and manage their ...

One of the biggest mistakes a wealth management firm can make in launching a new technology or AI tool is not thoroughly testing it with the users first. As simple as that sounds, advisors say it ...

The Government Technology & Services Coalition (GTSC), the leading non-profit for innovative companies serving the Federal homeland security mission, is pleased to announce that Rob Brown, the former ...

[Financial advisors desire for independence and having more control as to the development of their own differentiated businesses has been growing steadily and creating a very dynamic industry ...