Some financial advisors take a hands-on approach when it comes to managing client assets. While this is a great practice, the hands-on financial advisor could make better use of their time instead of ...

Chicago fintech firm Advyzon, a wealth management platform for financial advisors, announced that it has added a financial planning component. This will bring together goal-based investing, ...

Financial technology startup AlpacaDB Inc. today announced that it has raised $150 million in funding at a $1.15 billion valuation.

This content has been selected, created and edited by the Finextra editorial team based upon its relevance and interest to our community. Companyon Ventures, Florida Funders, MS&AD Ventures, AAF ...

ACES Quality Management acquires BaseCap Analytics, adding data quality automation and validation to its enterprise software.

Prime Capital Financial is deepening its suite of services for clients by acquiring Hartman Wanzor McNamara, a Texas-based tax advisory firm, and launching Prime Capital Tax Advisory. The move is the ...

Avrio Worldwide Pbc (Avrio) announces the sale of its broker-dealer Arkonis Capital LLC (Arkonis) and its Transfer Agent, ...

Senior Data Engineer Ramadevi Nunna develops a secure web-based content management system to streamline financial ratings and ...

AssetMark, a leading wealth management platform for independent financial advisors, today announced that its innovative Tax ...

ST. PETERSBURG, Fla.--(BUSINESS WIRE)--Dynasty Financial Partners today announced that it has surpassed $100 billion in platform assets. This milestone is a testament to the quality and character of ...