Eric Noll, a governor and chairman of the U.S. Financial Industry Regulatory Authority, is the new CEO of FushionIQ, a Massachusetts-based wealth management platform developer.
Noll succeeds Mark Healy, who has stepped down from the chief executive role after a four-year tenure with FusionIQ.
“As we grow our presence in the Canadian market, Eric’s expertise and depth of experience in compliance and regulatory affairs reinforce our commitment to the highest standards in wealth management,” said Howard Atkinson, head of business development with FusionIQ Canada, in a statement.
Before joining FusionIQ on Wednesday, Noll was the CEO of Stone Ridge Capital Partners for six years. Prior to that, his experiences included working as executive vice-president of Nasdaq; assistant vice-president of the Philadelphia Stock Exchange; and associate, strategic planning, with the Chicago Board Options Exchange.
Noll will also serve as the new chairman of FusionIQ’s board of directors. Other new directors include Erik Oros, chief investment officer with investment strategy firm Gideon Strategic Partners; Timothy Powers, CEO of multi-family office OakRidge Management Group; and Scott Ganeles, founder of two fintech companies.
Férique begins using Conquest planning
Montreal-based investment services firm Férique has partnered with Winnipeg-based Conquest Planning to provide Férique advisors with access to Conquest’s financial planning platform, the firms announced Thursday.
Férique specializes in financial advice for Quebec engineers. Conquest’s platform can help create personalized advice for clients with scenario analysis, goals-based planning and real-time adjustment tools, among other features, a release said.
Earlier this year, Conquest updated its artificial intelligence–powered strategic advice manager (SAM) to enable voice queries. Advisors can use SAM to gauge the potential impact of each financial decision on a client’s goals and financial plan.
