Orion engineers organizational restructure, leadership shakeup
Plus, a new Morgan Stanley retirement portal for advisors, and a DEI focused podcast series from the BLX Internship Program.
Source: financial-planning.com
Page 6 - Wealthtech Weekly News Today : Breaking News, Live Updates & Top Stories | Vimarsana
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Top News In Wealthtech Weekly Today - Breaking & Trending Today
Raymond James offering advanced technology education for financial advisors
Plus, a new product launch for Riskalyze, growth in the robo-advisor market and an inclusive real estate investing platform.
Source: financial-planning.com
Marstone Maps wants to encourage clients to dream big amid increasing market volatility
Plus, Flourish leadership changes and a new SMArtX Advisory Solutions partnership.
Source: financial-planning.com
eMoney's Susan McKenna goes from interim to permanent CEO
Plus, Orion Partners with Apex and SigFig expands its executive leadership team
Source: financial-planning.com
Schwab Advisor Services upgrade aims to simplify onboarding multiple clients
Plus, CFOs are feeling the pressure to automate and iCapital goes international.
Source: financial-planning.com