April 12, 2018

Orion’s Purchase of FTJ FundChoice Makes Orion a Player in the TAMP Space

The independent advisory space continues to evolve, and Orion Advisor Services is evolving with it. Some in the industry have speculated for some time that firms […]
May 21, 2018

TradePMR Updates Fusion and Earnwise Platforms, Celebrates 20th Anniversary at Annual Conference

TradePMR, a custodial-services provider to registered investment advisors (RIAs), has announced updates to their award-winning1 Fusion platform and their mobile-first platform Earnwise. The updates, including drift features […]
May 8, 2018

Schwab Creates New Digital Accelerator Program to Better Serve Investors

Schwab is expanding its technical talent pool in both Austin and San Francisco and will be identifying dedicated real estate in Q2 and Q3 2018 to […]
May 3, 2018

Complect: Bringing the Gig Economy to Compliance

If you are a large RIA firm, you probably have a compliance consulting firm or a compliance attorney on retainer. If you are a smaller firm, […]
April 25, 2018

AdvisoryWorld Technology Helps Broker-Dealers Comply with SEC New Best Interest Proposal

In light of the SEC’s release of its Regulation Best Interest proposal last week, AdvisoryWorld, a leading software provider for financial advisors, today announced a relaunch […]
April 17, 2018

Gěneos Wealth Management, Inc. Joins cleverDome, Inc.

Gěneos Wealth Management, Inc. today announced that it has become a member of cleverDome, Inc.,TM a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the […]
April 16, 2018

United Capital Releases FinLife CX

United Capital Financial Advisors LLC and FinLife Partners, a division of United Capital, recently announced the launch of FinLife CX (the CX is short for client […]
April 13, 2018

E*TRADE Completes Acquisition of Trust Company of America

E*TRADE Financial Corporation has completed the acquisition of independent advisor custodian Trust Company of America (TCA). “It is with great pleasure that we welcome TCA into […]
April 12, 2018

Orion’s Purchase of FTJ FundChoice Makes Orion a Player in the TAMP Space

The independent advisory space continues to evolve, and Orion Advisor Services is evolving with it. Some in the industry have speculated for some time that firms […]
April 6, 2018

Redtail Technology Establishes Atlanta as East Coast Headquarters to Accommodate Growth

Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the relocation of its Rome, GA office to […]
April 5, 2018

Caruth Capital Partners Invests in ATA RiskStation

Dallas based middle-market private equity firm, Caruth Capital Partners, LLC, said today it has invested growth capital in ATA RiskStation, LLC, a leading provider of cloud-based […]
April 3, 2018

Snappy Kraken Announces New Video Production Services to Enhance Marketing Outcomes for Financial Professionals

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, recently announced an affordable, professional video production service for financial […]
April 2, 2018

The Co-operators and Equisoft Launch a Financial Needs Analysis Solution for Clients and Advisors

The Co-operators is pleased to announce the successful implementation of Equisoft’s WealthElementsTM suite and Client Portal module. These new needs analysis tools allow The Co-operators’ network of […]
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