01/30/2019
"Our partnership with Silver Wealth Technologies enables us to provide advisors with a more complete view of their books of business to better serve their clients," said Brendan McConnell, Chief Operating Officer at Brinker Capital.
01/27/2019
Broadridge is a global Fintech leader providing technology, communications, and data and analytics solutions to financial firms in capital markets, wealth and asset management, and corporate issuers.
01/27/2019
Additionally, many firm founders and principals are approaching retirement age, not unlike their baby-boomer clients.
01/24/2019
Positioning Zafin to achieve its strategic objectives, the funding will help the company execute on its plan for years to come, while expanding its global market share.