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
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Docupace Names COO - socaltech.com
Los Angeles-based Docupace, a developer of cloud-based fintech software for the wealth management industry, said this morning it has named Mike Zebrowski as the company's Chief Operating Officer. Zebrowsk
Source: socaltech.com
December 2022 Riskalyze Fintech Five
Founder and CEO Aaron Klein provides his take on the biggest news to hit advisor technology in the previous month.
Source: wealthmanagement.com
Best Place for New Leads? Inside Your Own Practice
The most promising growth opportunities are inside an advisory firm, said industry executives, speaking at the Fearless Investing Summit.
Source: wealthmanagement.com
What RPAs Can Learn From RIAs and the Wealth Management Industry
Insights gleamed from the WealthManagement EDGE Conference.
Source: wealthmanagement.com