Tag : John Petrick

Jump Expands Partnership With Perennial Financial Services to Deploy AI Operating System Firmwide
Artificial Intelligence Finance News

Jump Expands Partnership With Perennial Financial Services to Deploy AI Operating System Firmwide

Business Wire
Expansion underscores growing role of AI-driven operations as a competitive differentiator for independent advisory firms Jump, a leading artificial intelligence (AI) operating system for financial advisors and other financial services providers, announced an expanded partnership with Perennial Financial Services (“Perennial”), a next-generation registered investment advisory (RIA) platform built to attract and......
Perennial Financial Services Taps Edward Jones Leader of Experienced Advisor Recruiting as Chief Growth Officer
Finance Fintech News

Perennial Financial Services Taps Edward Jones Leader of Experienced Advisor Recruiting as Chief Growth Officer

Business Wire
Perennial Financial Services is proud to announce that Betty Chin, a 14-year veteran of Edward Jones and one of the most accomplished experienced advisor recruiting senior leaders, has joined the firm as Chief Growth Officer. Read More on Fintech : Global Fintech Interview with Mike Lynch, Principal, AI Strategy and Finance Transformation......
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