Browsing: Advisers

The SEC’s proposed custody rule could unlock access to over $100 trillion in managed adviser funds for Bitcoin and crypto markets.

FE fundinfo, a data provider supporting thousands of UK advice firms, has launched the next stage of Nexus for Financial Advisers.

Financial advice has always been a relationship business. But increasingly, the technology sitting behind that relationship determines how much time an adviser actually has to spend with clients.

Wedbush Fund Advisers LLC lifted its position in Salesforce Inc. (NYSE:CRM – Free Report) by 30.1% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 201,145 shares of the CRM provider’s stock after buying an additional 46,568 shares during the quarter. Salesforce comprises…

Marloo, the AI partner for financial advisers, helps firms move beyond traditional CRM and administrative work by automating advice operations, compliance, documentation and client management, has announced its launch in the United States.

Alta Advisers Ltd purchased a new stake in Salesforce Inc. (NYSE:CRM – Free Report) during the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 3,670 shares of the CRM provider’s stock, valued at approximately $575,000.

Wealthfront Advisers LLC purchased a new stake in Salesforce Inc. (NYSE:CRM – Free Report) in the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm purchased 90,625 shares of the CRM provider’s stock, valued at approximately $14,197,000.

Chief Media has acquired ecommerce consultancy AMZ Advisers and its stake in Reach Social, expanding the New York-based performance media agency’s capabilities across Amazon, TikTok Shop and international ecommerce markets.