June 29, 2016

Bob Veres On … The Pre-Engagement Engagement

While at the T3 Advisor conference, February 2016, Bob Veres of Inside Information / Insider’s Forum talked with Marie Swift of Impact Communications about technology for […]
June 28, 2016

TD Ameritrade Institutional Gathers Top Technology Innovators to Help Drive Significant Enhancements for Veo

Junxure Cloud, MoneyGuidePro and Riskalyze Autopilot Named 2016 Veo Integrated Award Winners For Their Efforts to Advance Integrated Technology for RIAs A growing community of technology […]
June 23, 2016

Advizr Continues to Modernize the Financial Advisory Industry with State of the Art Client-Centric Online Planning Platform

Announces Five New Additions to Advizr Financial Planning Platform Including the Interactive Smart Model that Accelerates Advice Delivery and Scalability Advizr, FPPad’s 2015 Best Client Facing Technology winner and recent […]
June 20, 2016

Preparing for the Proposed FinCEN Anti-Money Laundering Rules

At the recently concluded TD Ameritrade Elite LINC Conference I had the opportunity to attend a session on the proposed Financial Crimes Enforcement Network (FinCEN) anti-money […]
June 17, 2016

Modern Technology Enables Easier Accounting for Jointly Owned Accounts, Trusts & LPs

“Integrated” and “transparent” are common buzzwords associated with today’s wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as […]
June 15, 2016

Compliance Made Easier through Technology

Compliance is complicated, right?  Wouldn’t it be nice if there was an app for that? There is.  In fact, there are two of them.  Plus a […]
June 14, 2016

Bob Veres’ Insider’s Forum is More than a Conference

As one of the most enduring and insightful thought leaders in our sphere, Bob Veres (www.BobVeres.com) is continually trying to figure out how to improve and […]
June 8, 2016

Don’t Let the Breathless Headlines about the Next Big Thing Distract You

What’s truly important to the ongoing success and growth of your business? A lot of potential candidates for the category of “truly important” may have sprung […]
June 2, 2016

TradePMR Introduces EarnWise

TradePMR introduced EarnWise, the firm’s new web-based technology platform, at its annual Synergy Conference in Palm Beach, FL. Building on the success of the Fusion Advisor Workstation […]
//]]>