AdvisorEngine

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WisdomTree weighs stake sale in wealth tech firm AdvisorEngine

New York-based ETF provider WisdomTree Investments has unveiled plans to offload its $58m stake in wealth management technology platform AdvisorEngine. WisdomTree initially…

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AdvisorEngine snaps up CRM software provider Junxure

Wealth management technology platform AdvisorEngine has taken over Junxure, a client relationship management (CRM) software provider for an undisclosed sum.…