OneVest launches model portfolio marketplace
Plus, news from FusionIQ, Conquest, CapIntel
Source: advisor.ca
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Top News In Conquest Planning Today - Breaking & Trending Today
AI Assistant Jump Wins Best In Show At WealthStack Demos
Portfolio personalization platform Nebo Wealth came in second in a field of 11 companies that presented at the 2024 Wealth Management EDGE Conference.
Source: wealthmanagement.com
How financial planning software companies are prepping for June 25
Advisors without access to new capital gains modelling are sharing Excel spreadsheets in the meantime
Source: advisor.ca
IG Wealth counts benefits of tech, marketing shift: CEO – Winnipeg Free Press
Breaking News, Sports, Manitoba, Canada
Source: winnipegfreepress.com
Former BMO execs Andrew Auerbach and Jean Blacklock launch investment counsel firm
New practice aims to differentiate with therapeutic approach to planning
Source: investmentexecutive.com