Tag : resources

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks
Artificial Intelligence Finance News

SEI Expands Advisor Services Ecosystem with AI Assistant Zocks

PR Newswire
by PR Newswire0
SEI and Zocks Help Advisors Adopt AI-Powered Workflow Automation, Strengthen Client Engagement SEI announced a strategic partnership with Zocks, an AI assistant built specifically for financial advisors, expanding its advisor services ecosystem of partners with a resource intended to help firms reduce administrative burdens, strengthen client engagement, and scale more......
TWFG Insurance Acquires APIA Inc., Expanding Specialty MGA Capabilities and Supporting Long-Term Growth
Fintech InsurTech News

TWFG Insurance Acquires APIA Inc., Expanding Specialty MGA Capabilities and Supporting Long-Term Growth

GlobeNewswire
by GlobeNewswire0
TWFG announced that it has acquired APIA, Asset Protection Insurance Associates. This acquisition combines APIA’s deep specialization in the MGA space, and its highly client‑centric operating model, with TWFG’s expansive platform, resources, and growth infrastructure. This strategic partnership creates meaningful opportunities to better serve clients, carrier partners, and stakeholders nationwide......
DeskTrading Announces Comprehensive Rebranding and Launch of Innovative Cryptocurrency SMA Platform
Commerce Cryptocurrency Digital Payments Finance Fintech Fintech Primers Investments Markets News Payment gateways Property Recommended Stock Market Technology

DeskTrading Announces Comprehensive Rebranding and Launch of Innovative Cryptocurrency SMA Platform

PR Newswire
by PR Newswire0
DeskTrading, a frontrunner in the SMA technology sector founded in 2010, is excited to announce a significant rebranding initiative in celebration of its 15th anniversary. This strategic move will modernize the firm’s identity, including a new logo, website, and overall business identity, reflecting its commitment to innovation and excellence in......
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