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wealth management
As founder and CEO of The Rudin Group, April Rudin leads a national team of industry communications experts who design marketing campaigns for some of the world’s leading wealth-management firms, fintechs, and family offices, First Rate said.
Arlington’s First Rate Adds Veteran Marketing Strategist to Board of Advisors
by Lance Murray | Mar 22, 2024
As founder and CEO of The Rudin Group, April Rudin leads a national team of industry communications experts who design marketing campaigns for some of the world’s leading wealth-management firms, fintechs, and family offices, First Rate said.
by Lance Murray |
Mar 8, 2024
Northern Trust, a Chicago-based financial services company, has appointed Dotti Reeder as market president of Dallas-Fort Worth, where she will lead the wealth management business serving high-net-worth individuals and families....
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by Glenn Hunter |
Nov 9, 2023
Christine Leong Connors, a former leader at J.P. Morgan’s Private Bank in Northern California, says EPIQ now has more people in Dallas than at its San Francisco headquarters.
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by Lance Murray |
Sep 15, 2023
Dallas-based Integrity Marketing Group LLC announced that industry veteran Tess Grace will become president of Integrity’s life insurance division called Integrity Life.
Integrity is a leading distributor of life and health insurance and provides wealth management and retirement planning solutions....
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VRGL co-founders Josh Smith (left) and Josh Zimmerman
Wealth Management Tech Startup VRGL Raises $15M to Help Firms Acquire Clients, Manage Proposals
by Dallas Innovates | Staff Report | Sep 1, 2022
Founded in 2021, Dallas-based VRGL is an automated data and analytics platform for wealth management firms. Aimed at streamlining time to revenue and increasing initial check sizes, the platform can present a "complete and transparent view" of a prospect's entire portfolio within minutes—serving a need that's "ripe for innovation and disruption," one investor said.
“The VRGL team quickly took a one-firm product and turned it into a platform every advisor can use,” two other investors added in a joint statement.
“The VRGL team quickly took a one-firm product and turned it into a platform every advisor can use,” two other investors added in a joint statement.
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