For the past several decades, platforms for advisors have differentiated themselves by the quality of their technology. The focus on tech was an evolution for the platforms, which originally ...
New research by Cerulli Associates indicates that financial advisory practices that integrate technology extensively are experiencing more rapid growth compared to those that do not. The findings, ...
Amplix, a portfolio company of Gemspring Capital, has acquired The Hastings Group, LLC, a Hampton, New Jersey-based provider of technology and mobility advisory and managed services to global private ...
The tech stack is dependent on your custodian. We were using TD Ameritrade and a small custodian called Trust Company of America, now Axos Advisor Services. At the time, we were using Redtail CRM. We ...
SPA is a provider of solutions impacting complex national security programs and defense priorities Based in Virginia, ManTech is a defense industry company Arlington Capital Partners invests in ...
ALEXANDRIA, VA, UNITED STATES, March 7, 2024 /EINPresswire.com/ -- Systems Planning & Analysis (“SPA”), a leading global provider of innovative solutions ...
Baker Newman Noyes, a Portland-based accounting and advisory firm, has hired David Lawler as managing director of technology advisory services, a new leadership role within the firm’s business and ...
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