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% […]
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 […]
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 […]
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 […]
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 […]
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 […]