JANUARY 11, 2024

TECHNOLOGY

Data Management Platform OneAdvisory Raises $8M in Seed Funding

Diana Britton

In conjunction with the funding, which included investments from Ritholtz Wealth Management and Mariner, the company is also rebranding as Dispatch.

FULL ARTICLE

RIA NEWS

Avise Financial, A Technology And Services Co-Op For Advisors, Launches

Rob Burgess

The virtual platform is meant to streamline business administration and tech management for sub-$100 million advisors.

FULL ARTICLE

WEBINAR

The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side

Sponsored by Salesforce and Flyer Financial Technologies

Join us on January 30 for "The Evolution of the CTO," exploring technology's pivotal role in reshaping business strategies.

RIA NEWS

Baird Recruits Edelman Advisor Managing More than $500M

Ali Hibbs

Brandon Corso will work from a new Baird office in the greater Washington, D.C., area.

FULL ARTICLE

PEOPLE

AllianceBernstein Names Jackie Marks CFO

Ali Hibbs

Replacing interim CFO Bill Siemers, who has been in the role since June, Marks has held similar posts at Thompson Reuters, Mercer and Condé Nast.

FULL ARTICLE

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