Envestnet, Inc. and Envestnet | Tamarac announced they are strengthening the level of integration with MoneyGuidePro® across both platforms, giving advisors scalable, efficient tools to gather information […]
Vanare, the wealth management technology platform with a highly customizable white-labeled Roboadvisor, and FinMason, the financial education firm focused on investment risk, have partnered to help […]
According to Kevin Knull, CFP®, the President of PIEtech, the developers of MoneyGuidePro financial planning software, the financial industry is undergoing a revolutionary shift driven by […]
Joel Bruckenstein and a select group of industry thought leaders will gather November 2-4, 2016 at the Cosmopolitan of Las Vegas hotel and resort to dialog […]
Vestmark, a leading provider of Unified Wealth Management® solutions, announced today the VestmarkONE Robo Solution, which is designed to empower digitally augmented advisors. Already serving as […]
Fidelity recently announced the initial rollout of their new total advisor platform, beginning a multi-year effort that will continue through at least 2018. The goal of […]
Ever since the launch of Fidelity’s direct-to-consumer digital offering (robo advisor) was announced, I’ve been anxious to see what Fidelity had in store for advisors. The […]
eMoney Advisor recently hosted its third annual Advisor Summit at The Ritz-Carlton Laguna Niguel in Dana Point, California. Approximately 650 financial services professionals from across the […]
I tweeted recently that the Fall season in the independent advisory industry draws parallels to football season – after a prolonged, fairly sleepy Summer of re-charging, […]
In Part 2, Joel Bruckenstein talks about the emerging solutions available to financial service firms as related to cybersecurity. Speaking at the LaserApp Financial Services Conference […]