Tag: RIAs
Hamilton Lane backs Daphne in a move to digitize private market...
Hamilton Lane, a prominent private markets investment management firm, recently announced a strategic partnership and investment in Daphne Technologies.
FinCEN’s latest AML requirements: Impact and strategies for RIAs and ERAs
Compliance officers in the asset management sector are pivotal, often having to juggle multiple responsibilities.
Nearly all wealth managers plan to adopt new technologies in 2024...
WealthManagement.com’s survey included 371 respondents from advisors, c-suite executives and others across RIAs, Insurance firms, Regional investment firms, Wirehouse firms and Bank brokerages from...
Leading WealthTech d1g1t secures funding for US expansion led by MissionOG
d1g1t, the institutional-grade wealth management platform catering to Financial Advisors, RIAs, and Multi-Family Offices, has successfully concluded a combined equity and venture debt financing round.