The Battle for Wealth Management CRM Market Share Converges Around a New “Rising Star” Advisor Segment
September 08, 2022 09:00 ET
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Javelin Strategy & Research
SAN FRANCISCO, Sept. 08, 2022 (GLOBE NEWSWIRE) -- A new Javelin Strategy & Research Digital Wealth Management report shows the enterprise-centric Salesforce CRM platform outpacing smaller...
Digital Advisor Recruitment Platform FA Match Launches Alliance with Industry Heavyweights
May 13, 2019 11:00 ET
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FA Match
Springfield, MA, May 13, 2019 (GLOBE NEWSWIRE) -- FA Match, a digital recruitment platform that connects RIA firms, banks, wirehouses and independent broker-dealers with advisors seeking meaningful...
AssetMark Integrates Redtail Data to Streamline Client Onboarding
February 26, 2019 10:00 ET
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AssetMark, Inc.
CONCORD, Calif., Feb. 26, 2019 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of innovative investment and consulting solutions, today announced the integration of Redtail data with its...