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AI Startup for Advisors Jump Announces $4.6M in Funding

Wealth Management
 
WealthManagment.com Daily Memo
Wealth Management Daily Memo

JUNE 10, 2024

TECHNOLOGY

AI Startup for Advisors Jump Announces $4.6M in Funding

The AI assistant records meeting notes and turns them into automated actions from generating client communications to plan changes.

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RIA NEWS

Merchant Looks to Double Its Balance Sheet as It Nears First Canadian Deal

Merchant expects to double its network of RIAs over the next two to three years, as it continues to expand globally.

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THOUGHT LEADERSHIP SPOTLIGHT
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RIA NEWS

Focus Financial Partners Appoints New Execs, Including Several from Connectus

Apollo Global’s David Lang will join as Focus’ chief operating officer, while Connectus Wealth Advisers CEO Molly Bennard will direct the firm's international growth strategy.

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INDUSTRY

Cetera Hires Fidelity Exec as Head of Advanced Wealth

Former Fidelity Investments Life Insurance Company President Jerry Patterson will lead Cetera’s retirement, insurance and annuities segment.

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