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Press Releases
27 January 2021

MaxMyInterest Integrates with Redtail Technology

by INSART

MaxMyInterest Integrates with Redtail Technology

MaxMyInterest (“Max”), a provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Redtail Technology (“Redtail”), a leader in client relationship management (CRM) solutions for the financial…
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Press Releases
26 January 2021

Samantha Russell Named Chief Evangelist of FMG Suite

by INSART

Samantha Russell Named Chief Evangelist of FMG Suite

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, today announced the appointment of Samantha Russell as Chief Evangelist. 
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Press Releases
26 January 2021

Foreside Acquires Capital Markets Compliance

by INSART

Foreside Acquires Capital Markets Compliance

Foreside Financial Group, LLC (“Foreside”), a provider of governance, risk management, and compliance service and technology offerings to clients in the global asset and wealth management industry, today announced that…
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Press Releases
21 January 2021

Orion Pledges 2021 War Chest of New Resources, Events for Breakaway Advisors

by INSART

Orion Pledges 2021 War Chest of New Resources, Events for Breakaway Advisors

Orion Advisor Solutions, the premier provider of the tech-enabled fiduciary framework that empowers financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience, will make 2021 the…
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Press Releases
21 January 2021

Summit Growth Partners Initiative Boosts Advisors With Exclusive Capital Model

by INSART

Summit Growth Partners Initiative Boosts Advisors With Exclusive Capital Model

Summit Financial Holdings (“Summit”), a prominent financial services firm for top independent and breakaway advisors, has launched Summit Growth Partners (“SGP”), a new and innovative custom capital solution that combines…
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Press Releases
14 January 2021

DriveWealth’s acquisition of Cuttone & Co. brings pioneering technology for global retail investors to the floor of the NYSE

by INSART

DriveWealth’s acquisition of Cuttone & Co. brings pioneering technology for global retail investors to the floor of the NYSE

DriveWealth, a leading global brokerage infrastructure platform, announced the acquisition of Cuttone & Company, a globally-respected New York-based institutional broker dealer, thus bringing its pioneering technology to the floor of…
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Press Releases
12 January 2021

Retail Investors Finish 2020 Strong as DriveWealth Sees Record 4Q Activity for Account Openings, Asset Growth, Number of Trades, and Volume Traded

by INSART

Retail Investors Finish 2020 Strong as DriveWealth Sees Record 4Q Activity for Account Openings, Asset Growth, Number of Trades, and…

According to new data released by DriveWealth, retail investing finished strong in 2020 as a heavy news cycle comprised of the U.S. presidential election, COVID-19 vaccine rollouts, notable IPO happenings,…
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Press Releases
9 December 2020

Private Client Resources (PCR) And d1g1t Form Strategic Alliance To Deliver Integrated Solution To Wealth Management Firms With Worldwide Reach

by INSART

Private Client Resources (PCR) And d1g1t Form Strategic Alliance To Deliver Integrated Solution To Wealth Management Firms With Worldwide Reach

Private Client Resources (PCR), the leading provider of total wealth data aggregation services to ultra-high-net worth families and institutions, and d1g1t, Inc., the first provider of an enterprise wealth management…
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Press Releases
3 December 2020

AlphaTrAI Expands Advisory Council With Additions Of Dan Kreuter Of The Gladstone Group And Erik Rannala Of Mucker Capital, Names Bill Dwyer Advisory Council Chairman

by INSART

AlphaTrAI Expands Advisory Council With Additions Of Dan Kreuter Of The Gladstone Group And Erik Rannala Of Mucker Capital, Names…

AlphaTrAI, Inc. a venture-backed, technology-driven asset management firm, announced the expansion of its Advisory Council to include Dan Kreuter, Founding Partner of the Gladstone Group and Founder of DAK Associates,…
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Press Releases
1 December 2020

FMG Suite Announces Acquisition of Twenty Over Ten

by INSART

FMG Suite Announces Acquisition of Twenty Over Ten

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced it has completed the acquisition of Twenty Over Ten, a company delivering…
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