July 19, 2017

Marketing Your Financial Services Firm In the Age of Robos

As the old saying goes, there are only two certainties in life — death and taxes. But in today’s ever-evolving world, the reality is there is […]
July 13, 2017

Mineral Interactive, AdvisoryWorld and Orion Advisor Services Unveil New Technology and Marketing Program Designed Specifically for TAMPs

Three of the financial services industry’s leading software and marketing partners have joined forces to fulfill TAMPs’ need for white-labeled technology with dynamic UI/UX and heightened administrative […]
July 12, 2017

FinMason to Provide Investment Analytics to FinTech Sandbox, Demonstrates Continued Focus on Driving FinTech Innovation

FinMason, a Boston-based FinTech and investment analytics firm, is partnering with FinTech Sandbox, a non-profit accelerator that makes financial data and infrastructure provided by its partners available for […]
July 3, 2017

Advisor Software Launches “Behavioral IQ” – New Risk Assessment Solution

Advisor Software, Inc., a leader in wealth management cloud solutions, has announced the immediate availability of Behavioral IQ a comprehensive behavioral finance profiling solution that calculates […]
June 30, 2017

Redi2 Technologies’ BillFin Solution Enhances Features, Attracts New Users

Since its introduction in 2015, Redi2 Technologies’ BillFinTM solution has been adopted by more than 265 financial advisors to help them streamline their client billing process, with usage rapidly […]
June 29, 2017

AdvisorEngine and Right Capital Receive Veo Integrated Awards from TD Ameritrade at Eighth Annual TD Tech Summit

This week, dozens of leading technology executives and developers gathered in San Diego for the 8th annual TD Ameritrade Institutional1 Tech Summit to collaborate on ways to make […]
June 28, 2017

Millennial Money: Questions Every Advisor Should be Prepared to Answer

I’ve worked in the financial technology industry for nearly six years and have helped countless financial offices get up and running with Redtail as their new […]
June 27, 2017

Riskalyze Launches Autopilot and Unveils Pricing Options: Next-Generation Autopilot Platform is Live

Riskalyze recently announced that the next generation Autopilot platform, including the Autopilot Partner Store and Risk Number® Models, is now live and available for advisors. The multi-custodial […]
June 26, 2017

RightCapital Secures $1.6 Million Seed Money, Inks Multiple Enterprise Deals

RightCapital, Inc., a financial planning software platform for Registered Investment Advisors and Independent Broker/Dealers, has secured $1.6 million in new seed capital funding. Camellia Venture Capital […]
June 23, 2017

Trust Company of America and Millennium Trust Company Team to Expand Alternative Assets Offering

Trust Company of America (“TCA”), a provider of integrated technology, custody and practice management support for registered investment advisors (RIAs), announced it has formed a strategic relationship […]
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