At the 10th Annual Wealth Management Industry Awards, Marissa Herr, Head of Technology Consulting at Fidelity Investments discusses her firm's commitment to continually improving the client experience in a variety of ways, such as: staying on the cutting edge of technology integration. Source link

Hear as Martin Tarlie, Head of Product at Nebo Wealth, shares his vision for the future of investing. Source link

(Bloomberg) — Citigroup Inc . and Apollo Global Management Inc. are teaming up in the fast-growing private lending market, agreeing to work together on deals worth $25 billion over the next five years. According to a statement first seen by Bloomberg, the two Wall Street heavyweights have reached an exclusive partnership to arrange financing for…

At the 10th Annual Wealth Management Industry Awards, Brian McLaughlin, President of Orion Advisor Technology discusses the various technology products and services his firm has to offer that help advisors thrive and, in particular, the focus of Orion in the development and maintenance of AI tools. Source link

At the 10th Annual Wealth Management Industry Awards, John Mackowiak, Chief Revenue Officer at Advyzon discusses the limitations of traditional, fragmented technology stacks and the efficiencies that his firm's proprietary technology tools provide to its users. Source link

Financial advisers' outlook on the state of the economy fell last month to its lowest point year-to-date, although they have a much more positive view of the near-term health of investment markets. According to the monthly adviser opinion index, the view of the economy from registered investment advisers fell by 7.4% and recorded a “neutral”…

Executives at Homrich Berg, an Atlanta-based RIA integrator with $18 billion in assets, will sell a small portion of the firm to TPG Growth, TPG's middle-market and growth equity platform, a firm of San Francisco-based private equity company. confirmed. The deal values ​​the RIA at about $1 billion, according to a Reuters report. Related: Homrich…

(Bloomberg Opinion) — It is a universally accepted truth that an American businessman who owns a good fortune must be in the absence of an English football team. Houston-based billionaire Dan Friedkin is the latest to join the Premier League owners club, prompting fellow American John Textor to agree a taking over Everton FC. Wish…

If you've been practicing for a while, you likely have a good sense of your niche expertise and target clientele. But these days, we have the tools to push beyond preconceptions to better understand our customer base, illuminate our blind spots, and uncover insights that can help us double down on our unique formula for…

Homrich Berg, an Atlanta-based RIA integrator with $17 billion in assets, will sell a small stake in the firm to TPG, a private equity firm based in Fort Worth, Texas, according to a Reuters report based on sources “familiar with the matter. .” The deal would value the RIA at about $1 billion. Related: Homrich…