Prospera Financial Boosts Advisor Marketing with Idea Decanter
June 10, 2025
Advisors can leverage studio-quality, remote video production services to attract and retain clients through video
Advisors can leverage studio-quality, remote video production services to attract and retain clients through video
New products and features will help advisors and investors innovate for the future of wealth
Vanguard announced the addition of four new equity index funds to its Investor Choice program,
Bicoastal Wealth Manager with $3.8B to Expand Client Services with Hightower Hightower announced that it has
Focus selects intelliflo redblack as a key component of its wealth technology stack intelliflo redblack
Accenture has made an investment, through Accenture Ventures, in GoUpscale, a content engagement technology company that helps
Vise, the AI-powered technology platform that delivers personalized portfolios at scale, announced the appointment of Nick
Morgan Stanley Wealth Management announced the results of its quarterly retail investor pulse survey: Financial
Bank selects nFinia to enhance omnichannel and small business experience Digital banking provider Tyfone announced CCBank chose the nFinia
McKinsey veteran will join bank’s Executive Committee Citizens Financial Group, announced that Azra Pravdic has
Integration will empower advisors using it to offer a unified, tech-enabled estate and wealth planning
UBS Wealth Management USA announced that Ryan Stevens has joined the firm as a Financial