AssetMark launched two new tools aimed at helping advisors on its platform with their client prospecting and marketing, according to recent announcements from the firm. The first tool, called ...

Led by Venrock, round follows FINNY’s $4.3 million seed raise in 2024 and will fuel the platform’s meteoric growth since launch “FINNY brings together deep technical, product and machine-learning ...

Wix-powered, mobile-first websites with built-in compliance review processes and performance insights - in addition to modern video tools - to provide scalable solutions to accelerate advisor growth ...

Brands are increasingly putting consumers at the heart of their campaigns to great effect. Just look at the success of the “Share a Coke” campaign – where logos on coke bottles were replaced with ...