March 28, 2017

eMoney Launches Enterprise Division

eMoney Advisor recently announced the launch of eMoney for Enterprise, a new division dedicated to supporting the unique needs of firms seeking scalable technology solutions. This […]
March 27, 2017

BNY Mellon’s Albridge to Power Newly Independent RIA

BNY Mellon’s Albridge recently announced that it will provide the newly independent advisory firm InR Advisory Services LLC (lnR) with its integrated data aggregation and performance reporting solution: […]
March 21, 2017

T. Rowe Price Launches Digital Investment Advisory Program

T. Rowe Price recently announced the launch of T. Rowe Price®ActivePlus Portfolios, a digital discretionary investment management and advisory solution designed for investors who want access to […]
March 17, 2017

Schwab Launches Schwab Intelligent Advisory: Should Advisors Worry?

Schwab recently announced the general launch of Schwab Intelligent Advisory, the firm’s new hybrid advisory offering that combines access to live, CFP® credentialed advisors with an advanced […]
March 10, 2017

Following $20 Million Acquisition of Babel in January, InvestCloud Launches New icMAC Division

InvestCloud Inc., a global FinTech firm, has announced a new division to add further accounting and robo capabilities to its digital wealth management platform. The creation […]
March 8, 2017

Everplans and Orion Announce Integration to Enhance Advisors’ Referral Networks

Financial advisors using Everplans Professional (“Everplans”) and Orion Advisor Services, LLC (“Orion”) now have a new tool to engage and grow their client base. Everplans, a guided […]
March 8, 2017

John Hancock Financial to Deploy Trizic’s Digital Advice Platform

Trizic, a provider of enterprise class digital advice technology, today announced that John Hancock Financial has deployed Trizic’s automated digital wealth platform via the launch of […]
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