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Page 4 - Wally Okby News Today : Breaking News, Live Updates & Top Stories | Vimarsana

Addepar, InvestCloud, SS&C Black Diamond deemed best-in-class in Aite-Novarica vendor study

The consulting firm published a pair of reports that aim to bring understanding to the "noisy, highly regulated, random and unpredictable" vendor market.

United statesWally okbyAite novarica groupBlack diamondAite matrixFirst ratePrivate wealth

Vamsi Yadlapati Joins Savvy Wealth s Board of Advisors

For 13 years beforehand, Yadlapati worked for Focus Financial Partners, most recently as managing director and co-head of M&A.

New yorkUnited statesWally okbyRitik malhotraVamsi yadlapatiAite novarica groupMorgan stanleyMerrill lynchHouse fundFocus financial partnersSavvy wealthIndex venturesThrive capitalBrewer lane ventures

Income Lab Debuts Retirement Stress Test Tool

The tool includes the option to run plans through real-life historical scenarios.

United statesWally okbyJohnny poulsenRobert pinkertonTom florenceDave agostineJustin fitzpatrickDerek tharpAite novarica groupUniversity of southern maineIncome lab retirement stress testIncome labJavelin strategy researchRetirement stress testGreat depressionInnovation officer justin fitzpatrick

Orion Debuts Redtail Speak ChatGPT Integration

Orion Advisor Solutions joins others in the industry embracing generative artificial intelligence.

New zealandKunal kapoorGeoffrey hintonEric clarkeBrian mclaughlinWally okbyAite novarica groupRedtail technologyOrion advisor solutionsJavelin strategy researchOrion ascentJavelin strategyOrion advisor techRedtail speakMorgan stanley wealth managementHearsay systems

Making Client Reporting the Center of Your Client Experience

Monday, December 19, 2022 | 4:15 PM ET

Matt saundersWally okbyRob sheahanAite novarica group

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