April 17, 2018

Gěneos Wealth Management, Inc. Joins cleverDome, Inc.

Gěneos Wealth Management, Inc. today announced that it has become a member of cleverDome, Inc.,TM a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the […]
April 16, 2018

United Capital Releases FinLife CX

United Capital Financial Advisors LLC and FinLife Partners, a division of United Capital, recently announced the launch of FinLife CX (the CX is short for client […]
April 13, 2018

E*TRADE Completes Acquisition of Trust Company of America

E*TRADE Financial Corporation has completed the acquisition of independent advisor custodian Trust Company of America (TCA). “It is with great pleasure that we welcome TCA into […]
April 12, 2018

Orion’s Purchase of FTJ FundChoice Makes Orion a Player in the TAMP Space

The independent advisory space continues to evolve, and Orion Advisor Services is evolving with it. Some in the industry have speculated for some time that firms […]
April 6, 2018

Redtail Technology Establishes Atlanta as East Coast Headquarters to Accommodate Growth

Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the relocation of its Rome, GA office to […]
April 5, 2018

Caruth Capital Partners invests ATA RiskStation

Dallas based middle-market private equity firm, Caruth Capital Partners, LLC, said today it has invested growth capital in ATA RiskStation, LLC, a leading provider of cloud-based […]
April 3, 2018

Snappy Kraken Announces New Video Production Services to Enhance Marketing Outcomes for Financial Professionals

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, recently announced an affordable, professional video production service for financial […]
April 2, 2018

The Co-operators and Equisoft launch an innovative financial needs analysis solution for clients and advisors

The Co-operators is pleased to announce the successful implementation of Equisoft’s WealthElementsTM suite and Client Portal module. These new needs analysis tools allow The Co-operators’ network of […]
March 30, 2018

Conga Acquires Orchestrate LLC, Adding Process Workflow Automation to Its Suite of Intelligent Document Automation Products

Conga, a leader in Intelligent Document Automation, today announced the acquisition of Orchestrate LLC, a trailblazer in the financial services space that enables best-of-breed operations with […]
March 29, 2018

Tamarac Introduces Quick Start Offering

Envestnet | Tamarac is introducing Quick Start, a new offering that will make its award-winning portfolio management technology available to firms, such as “breakaways”, that want […]