The Battle for Wealth Management CRM Market Share Converges Around a New “Rising Star” Advisor Segment SAN FRANCISCO, Sept. 08, 2022 (GLOBE NEWSWIRE) -- A new Javelin Strategy & Research Digital Wealth Management report shows the enterprise-centric Salesforce CRM platform outpacing smaller...

Digital Advisor Recruitment Platform FA Match Launches Alliance with Industry Heavyweights Springfield, MA, May 13, 2019 (GLOBE NEWSWIRE) -- FA Match, a digital recruitment platform that connects RIA firms, banks, wirehouses and independent broker-dealers with advisors seeking meaningful...

AssetMark Integrates Redtail Data to Streamline Client Onboarding CONCORD, Calif., Feb. 26, 2019 (GLOBE NEWSWIRE) -- AssetMark, Inc., a leading provider of innovative investment and consulting solutions, today announced the integration of Redtail data with its...