Möchten Sie immer auf dem neuesten Stand bleiben?

TIFIN.AI solves AI fragmentation in wealth by connecting workflows, data, and decisions into one coordinated, enterprise platform.

LPL Financial today announced that the firm has entered into a definitive purchase agreement to acquire Mariner Advisor Network, a segment of Mariner.

CHARLESTON, SC, April 14, 2026 (GLOBE NEWSWIRE) -- Milemarker, the data infrastructure company for wealth management, today announced the launch of Milemarker Relay, a no-code automation tool that...

Dublin, April 09, 2026 (GLOBE NEWSWIRE) -- The "Strategic Intelligence: Wealth Management Sector Scorecard 2026" report has been added to ResearchAndMarkets.com's offering.This report covers 10 key...

Sherman Research Engine Drives America’s Fastest-Growing TAMP

PALO ALTO, Calif., April 07, 2026 (GLOBE NEWSWIRE) -- Wealthfront Corporation (Nasdaq: WLTH) today reported select monthly metrics for March 2026.Platform Assets at the end of March 2026 were $93.2...

TIFIN Give partners with Canterbury Consulting to enhance donor-advised fund solutions and expand institutional-quality investment access in philanthropy.

Fieldpoint Private announced the appointment of David S. Bagatelle as Chief Banking Officer, a newly created position.

SALT LAKE CITY, March 26, 2026 (GLOBE NEWSWIRE) -- CurrentClient, the modern communication platform built for financial advisors, today announced a $1.25 million seed round, led by Thicket Ventures,...

NEW YORK, March 25, 2026 (GLOBE NEWSWIRE) -- Accelerated Wealth Partners (“AWP”), a specialized investment firm focused on scaling high-performing Registered Investment Advisors, today announced a...