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GLASfunds: Our Focus Is Not on Being a Marketplace

WM WealthStack
 
Wealth Mgmt Wealthstack

AUGUST 23, 2024

TECHNOLOGY

GLASfunds: Our Focus Is Not on Being a Marketplace

The alternative investment platform emphasizes its open architecture and sees itself as an enterprise solution for advisors rather than connecting large numbers of asset managers and RIAs.

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TECHNOLOGY

AI-Focused AlphaTrAI Acquires Anchor Advisory Services

The six-year-old company, led by former LPL exec Bill Dwyer, will integrate its AI capabilities into Anchor's sales enablement platform.

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ROUNDUP

WealthStack Roundup: Consultancy Launched by AI Intelligence Risk, Inc.

AI boom increases demand for expertise in compliance, cybersecurity and permissioning; Edward Jones tech milestones; and CHIPS Act-related expansion in Southwest.

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RIA NEWS

TradePMR Adds Tech Execs From Schwab, Apex and Goldman Sachs

TradePMR poaches four technology hires in an effort to deepen integrations, improve the user experience and better compete with the big custodians.

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WMIQ EXCLUSIVE RESEARCH
The 2024 WealthStack Study

In partnership with SS&C Black Diamond

Technology and the growth of wealth management firms.
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WEBINAR
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Join us on Tuesday, August 27, 2024, to learn how to leverage technology for better client engagement and deliver more personalized and impactful advice.
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