April 27, 2016

The Evolution of Professional Software for Advisors

I’m walking through the T3 exhibit hall, enjoying that “kid in a candy store” experience that young techies feel at the Consumer Electronics Show.  There seems […]
April 25, 2016

Morningstar and Redtail Technology Announce Expanded Agreement

Morningstar, Inc., a leading provider of independent investment research, is integrating Redtail Technology’s robust customer relationship management (CRM) capabilities into Morningstar OfficeSM, its portfolio and practice […]
April 25, 2016

Wilshire Launches Wealth Management Platform

Unified Managed Account Solution Combines Wilshire’s Institutional Research Expertise with Vestmark’s Market Leading Technology and Services Wilshire Funds Management, a business unit of the global investment […]
April 21, 2016

Prepare As If You’re Going to Succeed Brilliantly: A Lesson from The Martian

“Man, the book was so much better than the movie!” You’ve heard it before or, if you’re a big reader, you’ve possibly uttered it yourself. I […]
April 21, 2016

Advyzon Solves the Whole Puzzle

It’s been a while since the last time somebody tried to create an all-in-one software system for financial planners, and the promising beginning at IFS back […]
April 19, 2016

Traffic Jams to Growth: Four Barriers Slowing Down Your RIA

It’s said the only certainties in life are death and taxes. I’d like to add another to that list: Traffic jams. Unless you’ve spent your entire […]
April 18, 2016

A Match Made in Heaven: Advizr and Riskalyze Integrate

Enabling financial advisers to offer powerful and simplified technologies that deliver highly robust solutions to clients is of paramount importance across the independent financial planning, investment […]
April 18, 2016

MoneyGuidePro’s G4 Overview Released

April 6, 2016

Schwab Closing Down OneView Integrated Office

Schwab Advisor Services recently told existing users of the Schwab OneView Integrated Office that they will be discontinuing the offering as of July 31, 2016. The […]