October 27, 2016

Envestnet’s Enhanced Integration with MoneyGuide Pro® Empowers Advisors with Solutions to Comply with DOL Fiduciary Rule Requirements

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 […]
October 25, 2016

Vanare and FinMason Announce Integration, New Institutional Risk Analytics Enhance Comprehensive Digital Wealth Solution

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 […]
October 21, 2016

Book Review: “Exploring Advice” Contains Insights from 39 Industry Thought Leaders

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 […]
October 20, 2016

T3 Enterprise Conference to Take Place November 2-4, 2016

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 […]
October 20, 2016

Vestmark Unveils Robo-Advice Platform

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 […]
October 18, 2016

The Power of the eMoney/Fidelity Combination Begins to Reveal Itself

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 […]
October 18, 2016

Fidelity to Launch Digital Advice Platform for Advisors

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 […]
October 12, 2016

eMoney Takes their Summit to the Next Level

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 […]
October 10, 2016

The Golden Age of FinTech in Wealth Management

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, […]
October 7, 2016

Cybersecurity – Part 2: Solutions Available to Financial Firms Today

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 […]
//]]>