Client Acquisition News Today

Founders of func.media Make the Forbes 30 Under 30 List, Leading ...

/PRNewswire/ -- Quzara, LLC, a leading innovator in Managed Detection & Response (MDR) and Compliance Advisory services, and Schellman, a leading provider of...

/PRNewswire/ -- bladestack.io, a leader in cybersecurity and cloud services advisory, proudly announces a strategic partnership with Schellman, a renowned...

This partnership aims to continue to enhance VRGL’s market-leading solution while elevating advisors’ workflows and client engagement for Steward Partners  NEW YORK, Nov. 6, 2023 /PRNewswire/ — Steward Partners Global Advisory (“Steward Partners”), a leading employee-owned, full-service independent partnership specializing in wealth planning and investment strategies, is pleased to announce the selection of VRGL as […]

Alphix Solutions were winner's at the 2023 Investment Marketing and Innovation Awards. Here, Investment Week hears from Alphix Soultions about their win. Alphix...

/PRNewswire/ -- Today, Turing Technology (turingta.com) introduces the Stock Pickers Scorecard, a groundbreaking AI-driven tool that offers a real-time view...

When B2B entities learn to harness LinkedIns might, they can unlock fresh opportunities in the digital landscape.

Texas Capital Bancshares, Inc. (NASDAQ:TCBI) Q2 2023 Earnings Call Transcript July 20, 2023 Texas Capital Bancshares, Inc. beats earnings expectations. Reported EPS is $1.33, expectations were $0.95. Operator: Hello and welcome to today’s conference call titled Texas Capital Bancshares Q2 2023 Earnings Call. My name is Ellen and I’ll be coordinating the call for today. […]

The AI and Automation Summit for Financial Advisors, a one-of-a-kind event featuring innovative technology firms, is set to take place on July 12th at 2 pm ET. Craig Iskowitz, CEO of Ezra Group, will lead the panel.

These seven questions can help you decide if robo-advice is right for you.