Advisor Learning Center
June 11, 2020
Forbes Technology Council Is an Invitation-Only Community for World-Class CIOs, CTOs, and Technology Executives.
[Jersey City, NJ]— Leibel Sternbach, CTO of Fusion Capital Management, an advisor services firm with a proprietary technology platform, has been accepted into Forbes Technology Council, an invitation-only community for world-class CIOs, CTOs, and technology executives.
Leibel was vetted and selected by a review commit...
September 24, 2019
Fusion is excited to add an incredible asset to our team in Bruce Ferguson, an accomplished technology leader in the financial services space. Bruce will serve as Fusion's Director of Technology to continue to help us pave advancements in the industry. Read more about Bruce's experience below!
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Mr. Bruce Ferguson is a strategic technology leader, COO, CIO, divisional President and creator of innovative software products (...
March 22, 2019
Featured in...
The compliance dashboard will drive comprehensive portfolio risk assessment and risk monitoring for the billion dollar TAMP to give advisors an operational edge
DALLAS, March 19, 2019 /PRNewswire/ -- ATA RiskStation™, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, and Fusion Capital Management, a premier advisor platform providing a turnkey asset managemen...
February 13, 2019
BOSTON, Feb. 12, 2019 /PRNewswire/ -- Fusion Capital Management, a premier advisor platform providing a turnkey asset management solution enabling advisors and institutions to optimally service their clients, announced today that the firm has selected FinMason to power investment analytics on its Fusion Elements platform. FinMason, a rapidly growing fintech firm operating one of the largest investment analytics platforms in th...
November 6, 2018
New Platform Gives Financial Advisors a Single Solution for All Operational Needs
CHECK OUT THE FEATURED STORIES IN THESE TOP PUBLICATIONS...
DALLAS, Nov. 06, 2018 (GLOBE NEWSWIRE) -- Fusion Capital Management, a technology and turn-key asset management platform headquartered in Dallas, TX, has been making waves with its new Operational Technology Platform, “Fusion Elements”. In response to heightened industry demand for new an...
May 30, 2018
There was a speaker series a few weeks ago that focused on how to build and grow your business efficiently and definitively. There was a line up of presentations on getting your business over the hump, growing it to the next level. Since our Fusion goal is to do just that for advisors, we were front and center with pen poised as the different speakers took to the stage to provide their solutions to some of the biggest barriers...
March 26, 2018
In the financial industry, advisors often find themselves speaking of “trends”. Market trends, investment philosophy trends, you know all of the hot button terms.
But one trend that many advisors, especially those working for the brokerages still don’t discuss, and that’s the trend of people just like them, making the move into the independent space. Whether it’s for better fee arrangements, more freedom to help clients, more...
February 26, 2018
The investing world is full of great quotes on the market, investment behavior, success, and more, but in investment times like these, one of the most applicable quotes comes from an unexpected source.
“Everyone has a plan, until they get punched in the mouth.” – Mike Tyson
Every good advisor has an overall investment philosophy. The best advisors are able to stick with that investment philosophy, despite the market’s punches. U...
February 21, 2018
About The Position: An Operations Analyst is a vital part of a high functioning team at Fusion Capital Management. As a member of the Fusion Operations Team, the Operations Analyst is responsible for handling operational workflow, following through on all support service functions and providing outstanding customer service for our financial professionals. The position is a multi-faceted role, which requires a strong working kn...
January 3, 2018
After recapitalizing Fusion Capital Management, they are ready to invest in marketing and technology to accelerate growth
Three former TD Ameritrade executives are taking over a small turnkey asset management platform with hopes of turning it into a major player in the wealth management industry.
Bryce Engel, a former senior vice president and chief brokerage officer at TD who also served as president and chief operating officer...