July 31, 2017

4 Ways Advisors Can Use Technology to Attract Millennials

We’ve all seen the headlines: the greatest wealth transfer in human history is coming and predictions say that financial professionals could lose as much as 90-95% […]
July 28, 2017

RightCapital and Trust Company of America Announce Full Integration

Trust Company of America (“TCA”), an independent provider of integrated technology, custody and practice management support for registered investment advisors (RIAs), and RightCapital, a next generation financial planning […]
July 25, 2017

Technology Champions are Key to Upgrades Done Right

For financial advisors, the message is loud and clear: invest in technology now or risk being left behind. But there is more to investing in technology […]
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 […]
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