LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 1
Heres how executives at BDs, consulting and educational groups and financial technology firms are changing the industry.
Source: thinkadvisor.com
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LUMINARIES 2023 Finalists: Thought Leadership & Education — Individuals
These industry VIPs are leading the way with podcasts, TikTok content and tax strategies to help advisors grow their practices.
Source: thinkadvisor.com
LUMINARIES 2023 Finalists: Thought Leadership & Education — Firms, Group 2
These top industry programs are paving the way for advisors to better serve clients and grow their practices.
Source: thinkadvisor.com
Orion Portfolio Solutions Selects Docupace for Workflow Automation
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio...
Source: prnewswire.com
Docupace Adds Mike Zebrowski as Chief Operating Officer
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is honored to welcome Mike...
Source: prnewswire.com
Docupace to Host Industry Leaders in 2023 Kickoff Roundtables
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announces a special series of...
Source: prnewswire.com
Docupace Launches New Productivity Toolkit for Financial Advisors and RIA Firms
/PRNewswire/ -- Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, today announced the launch of its...
Source: prnewswire.com
PreciseFP Launches New Enterprise Engagement Model to Consolidate Data Gathering Workflows and Elevate Service Experience for Firms, Advisors and Clients
/PRNewswire/ -- PreciseFP, the award-winning client engagement and data gathering platform from Docupace, today announced the launch of its new enterprise...
Source: prnewswire.com
Practifi Names Tim Highland as Head of Product Strategy
/PRNewswire/ -- Practifi, a performance optimization platform for the wealth management industry, today announced Tim Highland will serve as Head of Product...
United States New South Wales Glenn Elliott Prnewswire Practifi Marie Cunningham Russell Investment Group
Source: prnewswire.com
Practifi Names Tim Highland as Head of Product Strategy
Wealth Management Veteran to Advance Development of Solutions that Enable Firms to Scale and Better Utilize Data to Deliver Personalized Advisory ...
United States New South Wales Glenn Elliott Prnewswire Practifi Marie Cunningham Russell Investment Group
Source: businessinsider.com