Private equity firm Abry Partners is also a new investor. Dynasty, apparently abandoning plans to go public, said it is pulling its S-1 registration with the SEC.
Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization. FNZ provides digital-first, integrated solutions, enabling efficient and tailored advice, with an end-to-end wealth management technology solution.
The latest Wealth Management IQ establishes benchmarks for which channels and practices firms are currently using to market themselves to potential clients.
The president of RFG Advisory discusses how the market's volatility could be a once-in-a-lifetime opportunity for advisors to connect with new clients.
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