LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 1
Here's 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