The result is an investment management business in a box. There would also be sub-agents to help fulfill their principals’ ...
Eligible for inclusion in the New Technology Report were only those technologies and software introduced within the past 24 months that cater to financial advisors and the financial management ...
Norrenberger, an integrated financial services group, has announced the launch of NorrenWorld, a revolutionary mobile application designed to transform the ...
Apex Fintech Solutions (Apex), a global innovation launchpad, and wealth management technology provider Advyzon have expanded ...
The Brydon Group has joined forces with software executives Houston Goodwin ... through license agreements or subscriptions. Our investment management business generates asset-based fees, which ...