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Press Releases
3 September 2019

ScratchWorks Launches “Season 3”; Increases Investments in Past ScratchWorks Finalists

by INSART

ScratchWorks Launches “Season 3”; Increases Investments in Past ScratchWorks Finalists

ScratchWorks announced the launch of “Season 3” of its annual program to connect innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial…
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WealthTech Events
19 November 2019

Benzinga Fintech Awards 2019, November 19

The Benzinga Global Fintech Awards is a competition to showcase the companies with the most impressive technology, who are paving the future in financial services and capital markets! 
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Press Releases
23 August 2019

BridgeMark Strategies Forms Strategic Alliance with Chalice Financial Network To Deliver Comprehensive Advisor Transitions Support And Services

by INSART

BridgeMark Strategies Forms Strategic Alliance with Chalice Financial Network To Deliver Comprehensive Advisor Transitions Support And Services

BridgeMark Strategies announced a strategic alliance with Chalice Financial Network. BridgeMark Strategies will offer its services and solutions on a discounted basis to Chalice’s community of over 48,000 independent financial…
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Press Releases
21 August 2019

Fiduciary Exchange (FIDx) Announces a Strategic Partnership with Ebix, Expanding Annuity Offerings for Advisors

by INSART

Fiduciary Exchange (FIDx) Announces a Strategic Partnership with Ebix, Expanding Annuity Offerings for Advisors

FIDx announced a strategic partnership with Ebix Inc. Acting as a bridge between insurance carriers and wealth managers, FIDx and Ebix have partnered to help advisors access a pool of…
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Press Releases
15 August 2019

Chalice Financial Network Launches Cyber Security Protection Package

by INSART

Chalice Financial Network Launches Cyber Security Protection Package

Chalice Financial Network launches its new Cyber Security Protection Package. Chalice Members will receive a complimentary Cyber Risk Assessment with an option to purchase affordable cyber security insurance coupled with…
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Press Releases
14 August 2019

Ladenburg Makes Investment In Newday Financial Technologies

by INSART

Ladenburg Makes Investment In Newday Financial Technologies

Ladenburg Thalmann Financial Services Inc. announced an investment in Newday Financial Technologies Inc., a startup focused on delivering easily accessible, low-cost impact investing strategies that align with the values of…
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Press Releases
1 August 2019

Chalice Launches Reg-BI Readiness Platform To Support Seamless Client Service And Business Growth For Independent Financial Advisors

by INSART

Chalice Launches Reg-BI Readiness Platform To Support Seamless Client Service And Business Growth For Independent Financial Advisors

Chalice launches its Reg-BI Readiness Platform to help Chalice’s independent financial advisor members seamlessly serve their clients and grow their businesses under the new regulatory environment being shaped by the…
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Press Releases
31 July 2019

AdvicePay Expands Billing and Payments Platform with New Fee Calculator

by INSART

AdvicePay Expands Billing and Payments Platform with New Fee Calculator

AdvicePay launches a new fee calculator that simply and easily calculates the amount of fees that are due based on various client-fee schedules and scenarios, while automatically creating accompanying invoices…
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Press Releases
19 July 2019

Advisor Group Introduces Cyberguard Program To Protect Advisors And Clients From Ever-Increasing Threat Of Cyber Attacks

by INSART

Advisor Group Introduces Cyberguard Program To Protect Advisors And Clients From Ever-Increasing Threat Of Cyber Attacks

Advisor Group announced the introduction of the CyberGuard Program, an evolving toolkit of cybersecurity services and support platforms aimed at empowering its 7,000 advisors across the country to protect themselves…
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Press Releases
11 July 2019

Orion Advisor Services to Acquire Nextgen Financial Planning and Client Experience Technology Provider, Advizr, Inc.

by INSART

Orion Advisor Services to Acquire Nextgen Financial Planning and Client Experience Technology Provider, Advizr, Inc.

Orion Advisor Services, LLC has acquired Advizr, Inc. This moves Orion and its parent company closer to realizing their mission to help advisors operationalize their vision for success and deliver…
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