June 20, 2017

Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation, Job Satisfaction

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
June 22, 2017

Advizr Financial Planning Technology Platform Receives $7 million in Series A Funding

Advizr, a financial planning technology platform, announced that the company has received a $7 million investment via Series A funding. Led by Franklin Templeton, the investment […]
June 21, 2017

Orion Advisor Services Adds Moody’s Investors Service Bond Ratings

Orion Advisor Services, LLC (“Orion”), a portfolio accounting service provider for advisors, announced it has integrated with Moody’s Analytics, a subsidiary of Moody’s Corporation, to provide advisors […]
June 20, 2017

Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation, Job Satisfaction

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
June 19, 2017

FinMason Launches FinTech Accelerator Program with Free Access to Investment Analytics API

FinMason, a Boston-based FinTech and investment analytics firm, is helping industry start-ups overcome one of the biggest challenges faced during the development stage – accessing high […]
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