Evati Inc News Today

Top Wealth Management Exec Leaves Securities America Paul Lofties, who had been with Securities America since 2003, left the firm in December, and plans to join an advisor coaching and consulting firm. Paul Lofties, senior vice president of wealth management for Securities America and its former parent company Ladenburg Thalmann, left the firm in December of last year. He plans to join a wealth management coaching and consulting firm, which he could not yet name, in a part-time capacity...

Clemson will report directly to Cindy Hamel, chief strategy and corporate development officer. Benjamin Receives Additional Seed Funding and a Board Member Benjamin, the year-old startup that recently relaunched as an artificial intelligence–driven end-to-end business support system for RIA firms, has received an initial round of $750,000 in funding, according to its founder and CEO Matt Reiner. This round was led by industry veteran Bob Conchiglia, who will also join Benjamin’s executive a...

Advisor Group Expands Technology Leadership With Appointment Of Peter Clemson As Senior Vice President, Digital Solutions Former FinTech CEO and Charles Schwab Technology Executive to Spearhead Development of Digital Platforms That Deliver Competitive Advantages for Financial Professionals Serving Increasingly Tech-Savvy Consumers Companys Scale with Outsourced Clearing Approach Enables Speed to Market and Technology Development Agenda Squarely Focused on Financial Professional- and Client-Faci...