Brokerage group CMC Markets has quietly launched an investment product in the US market. The broker’s OPTO app is accessible to US clients, via a partnership with technology and brokerage services ...

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, today announced ...

AUBURN, Calif.--(BUSINESS WIRE)--Riskalyze, the industry-leading growth platform for wealth management firms, today announced a strategic partnership with technology-enabled private markets solution ...

The following post was written and/or published as a collaboration between Benzinga’s in-house sponsored content team and a financial partner of Benzinga. Haydn Brain of Opto, an investment content ...

With the approval of Bitcoin (BTC) and Ethereum (ETH) ETFs and the upcoming launch of a Ripple (XRP) ETF, the cryptocurrency market is entering a phase where compliance and cash flow are equally ...

Conway Investment Solutions, a St. Louis firm that connects financial advisors with curated alternative investments, has partnered with technology firm Opto Investments to offer registered investment ...

iCapital and Opto Investments are both extending their reach across the RIA space as both fintech platforms announce new partnerships to help firms enhance their alternatives offerings. iCapital has ...