The platform is designed to assist investors with wealth management through data analysis and tailored portfolio strategies.

According to John O’Connell, CEO of the Oasis Group, wealth platforms should not be evaluated on a simple good-versus-bad scale. “It’s not good or bad necessarily,” O’Connell says. “One of the biggest ...

Advisor360deg has been recognized as a Summiteer in a new research report from The Oasis Group, a leading consultancy for the wealth management industry. The Summiteer designation is reserved for the ...

The MarketWatch News Department was not involved in the creation of this content. Digital Wealth Management Platforms (DWMP) Market Set for Explosive Growth, Projected to Reach $18.59 Billion by 2030 ...

Unchained announced today that its registered investment advisory affiliate, Sound Advisory, will join the Gannett family, with Unchained continuing as parent of Gannett companies. The merger marks ...

Meanwhile, Beacon Pointe and Elevation Point have each announced transactions involving billion-dollar-plus wealth firms with ...

PHILADELPHIA--(BUSINESS WIRE)--RISR, a leading business owner engagement platform for financial advisors, today announced its partnership with Modern Wealth Management (“Modern Wealth”), a registered ...

DALLAS--(BUSINESS WIRE)--Apex Fintech Solutions Inc. (“Apex”), an innovation launchpad for the global investment ecosystem, and OneVest, a leader in wealth management technology, have entered into a ...