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iCapital Network to Buy AI Insight

iCapital Network, a financial technology platform focused on alternative investing for the asset and wealth management industries, has agreed to purchase the assets of...

Alternative Investment Exchange Hires Director of Sales

Alternative Investment Exchange (AIX), a financial technology services provider focused on non-traded alternative investments, has hired Michelle Browning as director of sales. In her...

LPL Financial Adds Two Financial Advisors with $350 Million in Client...

LPL Financial LLC, the nation’s largest independent broker-dealer, has added financial advisors Jerry Giordano and Joseph Praino to its broker-dealer and corporate RIA platforms,...

Altigo Automates Custodian Documents for Alternative Investments

WealthForge, a provider of technology services for alternative investments, announced that its electronic processing platform, Altigo, has added an automation feature for custodian forms. Wealthforge...

LPL Financial Recruits $200 Million Family Team from Wells Fargo

LPL Financial LLC, the nation’s largest independent broker-dealer, has added Louis Pelliccioni, Brice L. Pelliccioni, and Amanda Pelliccioni to its broker-dealer and corporate RIA...

iCapital Hires Two Industry Veterans to Lead International Growth Strategy

iCapital Network, a financial technology platform focused on alternative investing for the asset and wealth management industries, has hired senior executives Marco Bizzozero and...

LPL Buys FinTech Firm for $12 Million

LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent company of the nation’s largest independent broker-dealer, LPL Financial LLC, has acquired Blaze Portfolio, a Chicago-based...

Sponsored: Inland Investments Adds Altigo to Support Electronic Processing of Alternative...

WealthForge announced today that they have signed an agreement with Inland Real Estate Investment Corporation (“Inland Investments”), one of the nation’s largest sponsors of...

Guest Contributor: Embracing Technology in a Legacy World

By: Shea Curran, director of business development for Tokensoft The COVID-19 pandemic has impacted the world in a multitude of ways, but there is one...

Red Oak Launches Another Regulation A+ Real Estate Bond Offering

Red Oak Capital Fund V, a $50 million Regulation A+ Tier II bond offering sponsored by Red Oak Capital Group, has been qualified by...