November 29, 2016

Xtiva Announces New Strategic Compensation Services, Partnership with Matt Lynch / Strategy & Resources, LLC

Financial services firms can now quickly and reliably design and implement new, strategically aligned, advisor and field manager compensation thanks to a partnership between Xtiva Financial Systems […]
November 23, 2016

Quovo Creates a Comprehensive API Suite for FinTech Coupling Account Authentication with Aggregation

Quovo, a leading provider of account aggregation and data analytics for finance, announced the launch of its Account Authentication API. This RESTful API allows developers to […]
November 19, 2016

Advisor Benchmarking FeeComp Database from RiXtrema Announced: Will Power DOL Fiduciary Rule Solutions

Financial advisors can now easily assess, document and defend the fees they charge in order to prove they are working in the client’s best interests. Financial […]
November 18, 2016

Thoughts on the WisdomTree Investment in AdvisorEngine (formerly Vanare)

Today’s announcement of WisdomTree’s investment in AdvisorEngine, and the name change from Vanare to AdvisorEngine, are net positives for a number of reasons. Let’s start with […]
November 18, 2016

Vanare Raises $20 Million in Series A Financing, Changes Name to AdvisorEngine

Vanare, an innovative digital wealth management technology platform that has been gaining momentum in the financial services industry for approximately three years, announced today that it […]
November 16, 2016

Digital Assistant Faceoff: The Amazon Echo vs. Google Home

I’ve been playing around with the Amazon Echo for some time now, and I’ve been quite impressed with what it can do, so when Google announced […]
November 16, 2016

Workflow Your Way to the DoL Deadline Toolkit from SEI and Redtail

April 10, 2017 marks the deadline for initial compliance with the Department of Labor’s Fiduciary Rule, i.e., enforcement of the rule’s provisions can begin at that […]
November 15, 2016

Vestwell Announces White-Label Partnership with Kovack Advisors, Inc.

Vestwell, a firm that offers a fiduciary, white-labeled retirement platform for the RIA community and beyond, announced that it has secured an advisory firm partnership with Kovack […]
November 11, 2016

Covr and PIEtech℠ Streamline Implementation of Insurance Advice in MoneyGuidePro®

While at the T3 Enterprise Conference in Las Vegas last week, Covr Financial Technologies and PIEtech℠, Inc. announced a partnership that brings together the power of […]
November 10, 2016

PIEtech℠ and Riskalyze to Complete Deep Integration, help advisors comply with DOL and Better Serve Clients

PIEtech℠, Inc., creator of financial planning software MoneyGuidePro®, announced recently that it is building a multi-faceted, deep integration with Riskalyze, the risk alignment platform founded upon […]