Seth will co-lead the firm's new Technology & Information Services sector

Andersen Global continues to build on its multidisciplinary platform in Africa, adding investment banking and M&A capabilities to the region through a Collaboration Agreement with Boston Advisory Limited based in Nigeria. Boston Advisory Limited is an investment banking firm providing a broad range of investment banking services to a diverse group of corporates, public institutions and high net worth individuals. The firm’s primary focus areas include transaction services and capital raising, having worked on one...

Partnership to Accelerate Future Growth and Innovation of MoneyThumb's SaaS Document Evaluation Technology

New model combines advisor independence with enterprise-level support for DFA-centric firms

Taktile, recently named category leader in Decision Management Platforms by G2, is proud to announce the appointment of Jason Mikula as Head of Industry Strategy for Banking and Fintech. Mikula, who is a well-known industry thought leader, publishing his Fintech Business Weekly newsletter, a frequent guest on popular podcasts, and a sought-after speaker and moderator at marquee industry events, will help the company further innovate its product, go-to-market, and communications strategy for the financial services industry. Mikula has...

YCharts, a leading cloud-based investment research and client communications platform, has unveiled its new integration with Broadridge’s Wealth Aggregation platform, a leading provider of solutions-based tools for holistic communication and data aggregation. This collaboration elevates advisor practices by uniting tools designed to enhance investment decision-making and client experiences through comprehensive portfolio management capabilities. By integrating with Broadridge’s Wealth Aggregation platform, YCharts users can now leverage the combined power of both platforms, creating a fully integrated...

Andy Watts to lead Cetera's Tax Channel and the Avantax Community