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LUMINARIES 2023 Finalists: Executive Leadership — Individuals, Group 1

Here s how executives at BDs, consulting and educational groups and financial technology firms are changing the industry.

New yorkUnited statesGotham hallDavid knochCommunity impactExecutive leadershipInvestment innovationDocupace technologies

LUMINARIES 2023 Finalists: Thought Leadership & Education — Individuals

These industry VIPs are leading the way with podcasts, TikTok content and tax strategies to help advisors grow their practices.

New yorkUnited statesDavid knochGotham hallCommunity impactThought leadershipExecutive leadershipInvestment innovationDocupace technologies

LUMINARIES 2023 Finalists: Thought Leadership & Education — Firms, Group 2

These top industry programs are paving the way for advisors to better serve clients and grow their practices.

New yorkUnited statesGotham hallDavid knochCommunity impactThought leadershipExecutive leadershipInvestment innovationDocupace technologies

Orion Portfolio Solutions Selects Docupace for Workflow Automation

/PRNewswire/ Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, announced that Orion Portfolio.

United statesJoseph kuoDavid knochLos angelesDonald cutlerPrnewswire docupaceBecky niiyaRyan georgeOrion advisor solutionsDocupace technologies incHaven tower groupOrion portfolio solutionsRedtail technologyOrbium wealth managementDocupace platformData synchronization

Docupace Adds Mike Zebrowski as Chief Operating Officer

/PRNewswire/ Docupace, the leader in cloud-based fintech digital operations software for the wealth management industry, is honored to welcome Mike.

United statesLos angelesEdmond waltersDavid knochPrnewswire docupaceRyan georgeLori hardwickWealth solutionsAward for hot technology of the yearDocupace technologies incTd bankAccomplished wealthtech executiveLead productMike zebrowskiChief operating officerAdvisor innovation labs

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