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LPL, Dynasty, Mercer are ramping up their tech C-suites investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.
January 9, 2020 3:42 PM “Frank will greatly help our partnership with Envestnet,” says Ed Swenson, Dynasty’s COO and president of ASx. “He knows the team over there and will closely collaborate on some key initiatives.” Dynasty has also hired Taylor Howard for the newly created role of chief digital officer. Howard most recently served as a managing director at technology consulting firm AgileThought, where he led the artificial intelligence, application engineering, digital workplace and data analytics practices. Howard will be primarily focused on Dynasty’s digital architecture, including its advisor dashboard and technology integrations. Both will report to Swenson, who says the hires represent a commitment to building unique technology products that cater to RIAs serving ultra-high net worth clients. Swenson’s vision is “chairlift advisors,” where Dynasty partners have everything they need to run an RIA practice while hitting the slopes at a ski r ....
Dynasty Hires Digital and Tech Leads, Including Former Envestnet Exec wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.
“In an era with thousands of ETFs, mutual funds, stocks, and model portfolios to choose from, Magnifi demystifies and simplifies investing, providing insights and information that enable users to make investment decisions in areas that they understand and find relevant and interesting,” it explained. AltsAxis Launches Alternative Investment Platform AltsAxis has launched a proprietary mobile technology ecosystem that it said connects all parties across the alternative investment industry on one centralized platform. The company is led by a veteran team of experts with decades of experience in the alternative investment sector, including Mark Salameh, co-founder and former CEO of Context Summits. AltsAxis was formed to “fill the unmet need for a one-stop shop where family offices and institutional allocators can find unconflicted, real-time data on alternative asset managers, and fulfill all their sourcing requirements for these asset classes,” it said. ....
Dynasty, Envestnet's ASx Benefitting from High M&A Demand wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.