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September 08, 2022 09:00 ET | Source: Javelin Strategy & Research

The Battle for Wealth Management CRM Market Share Converges Around a New “Rising Star” Advisor Segment

SAN FRANCISCO, Sept. 08, 2022 (GLOBE NEWSWIRE) -- A new Javelin Strategy & Research Digital Wealth Management report shows the enterprise-centric Salesforce CRM platform outpacing smaller...
May 13, 2019 11:00 ET | Source: FA Match

Digital Advisor Recruitment Platform FA Match Launches Alliance with Industry Heavyweights

Springfield, MA, May 13, 2019 (GLOBE NEWSWIRE) -- FA Match, a digital recruitment platform that connects RIA firms, banks, wirehouses and independent broker-dealers with advisors seeking meaningful...
February 26, 2019 10:00 ET | Source: AssetMark, Inc.

AssetMark Integrates Redtail Data to Streamline Client Onboarding

CONCORD, Calif., Feb. 26, 2019 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of innovative investment and consulting solutions, today announced the integration of Redtail data with its...