Digital brokerage general agency (BGA) Optifino and Covr Financial Technologies have announced a merger to form Digital BGA 3.0. The new entity integrates Covr's compliance and operational infrastructure with the AI-powered case design and analytics platform of Optifino, aiming to refine advisory services for mass-affluent and high-net-worth market segments. The collaboration is expected to offer advisors enhanced analytical tools and solutions that are particularly beneficial for serving ultra-high-net- ...