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Private Banker International
Advisor360° appoints a new member to the board of directors
Mike Fanning, the former head of MassMutual US, has been appointed to the board of directors of Advisor360°,...
September 27, 2023
Digital Wealth News
Advisor Tech Talk
This was not a quiet week on the advisor side of fintech news.
August 21, 2023
Venturefizz
Summer 2023 Interns Across the Tech Industry
We noticed that companies have been bringing back their summer intern programs, so we decided that it was...
August 14, 2023
Financial Planning
Older investors flock to AI stocks as Gen Z plays it safe: Wealthtech...
A new study from wealth management software provider Apex Fintech Solutions suggests that the promise of AI...
August 11, 2023
Digital Wealth News
The Week in Digital Wealth
Leading broker-dealer solutions firm Advisor360° revealed several upgrades and additions to its ecosystem.
August 7, 2023
Wealthmanagement.com
WealthStack Roundup: TIFIN Announces Executive Hires
Advisor360° announces several client portal and platform updates and Modern Life debuts its generative AI...
August 3, 2023
Think Advisor
The Secrets Behind Commonwealth’s Award-Winning Advisor Satisfaction
In the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study, Commonwealth received an overall...
July 14, 2023
FinancialPlanning
HNW clients want more online engagement and to leave the 'heavy...
A new study finds nearly one-third of Generation Z and young millennials check portfolio balances daily, but...
June 22, 2023
Wealth Management
WealthStack Roundup: EU Passes Artificial Intelligence Act
Also, Advisor360° releases its 2023 Connected Wealth Report results.
June 15, 2023
BusinessWire
D.A. Davidson Announces The FinTech Herd 2023
Featuring the Top 100 Privately-Held Financial Technology Companies Based in the U.S.
June 12, 2023
Money Management Insitute
Dated technology is costing advisors business
MMI Journal of Investment Advisory Solutions; page 145 of the report.
June 12, 2023
Digital Wealth News
Advisor Tech Talk (Week of 3/7/23)
Advisor360° announced that Mat Mathews has joined as Senior Vice President, Product. In this newly created...
March 6, 2023
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