FNZ Partners with Microsoft to Transform Wealth Industry
July 28, 2025
FNZ and Microsoft have entered a global, five-year strategic partnership to accelerate digital transformation across
FNZ and Microsoft have entered a global, five-year strategic partnership to accelerate digital transformation across
In a move designed to support the next era of growth for financial advisors, SEI
LPL Financial LLC announced that financial advisors Charlie Narmi and Theresa Rynaski, CFP, have joined LPL’s
New leadership and advisor team to enhance AI-driven wealth solutions and mass affluent services Atlas (“Atlas”),
Holborn Assets, a leading global financial services company, has announced the integration of a suite
Veteran wealth management leader’s broad asset management and broker-dealer experience to help drive growth at
PCR introduces new leadership, enhanced capabilities, and a bold transformation to better serve top-tier financial
New integration streamlines meeting follow-ups and financial plan updates—saving time, reducing errors and improving advisor
Former LPL CEO Mark Casady joins the Board and Series B round to help shape
First Rate and InvestSuite join forces to integrate StoryTeller into the First Rate Core 2.0
Community Bank, N.A. (“Community Bank”), a subsidiary of Community Financial System, announced it has entered into
Focus Financial Partners Inc., an interdependent partnership of wealth management, business management, and related financial