Press

We are extremely pleased to present the LUMINARIES Class of 2022 Finalists, who are being recognized this year for the many dynamic and inclusive ways they are driving the wealth, investment and retirement industry forward.

The annual Wealth Management Industry Awards ceremony will be held in person in New York City on Sept. 8.

The ‘largest T3 ever’ makes one thing eminently clear: The advisor tech world is ready for a return to in-person meetings.

Digital ecosystems with their data lakes, micro services and new forms of user experience and design represent both freedom and a new way of thinking for advisors.

A new approach is needed for the creation of digital ecosystems, one where advisors can design and host them.

INVENT expands into the Real Estate industry with the launch of the “MyDouglas” agent portal that provides a premier, customizable, and mobile-friendly experience that integrates…