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Bloomberg Hedge Fund & Alternative Manager Forum 2025

The Big Picture

Today, I am participating in a few events at Bloomberg’s Hedge Fund Forum 2025. Matthew Cherwin : Co-Founder & CIO, Marek Capital Management Imran Khan : Founder & CIO, Proem Asset Management Matt Jozoff : Co-CEO & Portfolio Manager, Trevally Capital I did this same panel with different managers each of the past two years.

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Morningstar Office To Shut Down And Push Advisors To Black Diamond (And More Of The Latest In Financial #AdvisorTech – March 2025)

Nerd's Eye View

Welcome to the March 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

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Orion Acquires Summit Wealth Systems To Become Its Next-Generation All-In-One Portal (And More Of The Latest In Financial #AdvisorTech – January 2025)

Nerd's Eye View

Welcome to the January 2025 issue of the Latest News in Financial #AdvisorTech – where we look at the big news, announcements, and underlying trends and developments that are emerging in the world of technology solutions for financial advisors!

Startup 188
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Fynancial Wins 'Best in Show' at Wealth Management EDGE Tech Demos

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 3 Min Read The Fynancial team with the "Best in Show" trophy.

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The Digitally Borderless Society Is Coming—And Faster Than We Think

Wealth Management

Stich , CMO, Moran Wealth Management July 2, 2025 4 Min Read Anthony Stich (right) moderating a panel on AI at Wealth Management EDGE. Joey Corsica & SpotMyPhotos Wealth management is on the edge of a profound transformation—one that won’t be defined by dashboards, APIs or UX overlays.

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RIA Edge Podcast: Schwab’s Jalina Kerr on How Resilient RIAs Can Turn Market Volatility Into Growth

Wealth Management

Podcasts & Videos CE Webinars Research Newsletters Subscribe Subscribe News Related Topics RIA IBD Wirehouse RPA Insights & Analysis Regulation & Compliance Career Moves Recent in News See all Wealth Management EDGE 2025 Industry News & Trends Scenes From Day 1 of Wealth Management EDGE 2025 Scenes From Day 1 of Wealth Management EDGE (..)

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Our Technology Columnist's Takeaways from Wealth Management EDGE

Wealth Management

Davis Janowski , Senior Technology Editor, WealthManagement.com June 20, 2025 5 Min Read Dr. Naomi Win, a behavioral finance analyst at Orion, gave a presentation entitled, “Aligning Lives and Portfolios: Meeting the Moment for Modern Investors” at Wealth Management EDGE.