Posts

December 18, 2018

E*TRADE Launches Referral Network for Advisors to Expand Wealth Management Services to It’s Customers

E*TRADE Financial Corporation announced the launch of the E*TRADE Advisor Network, a national referral program that connects independent financial advisors to potential clients who need wealth […]
December 14, 2018

Financial Institutions Streamline Investment Management Operations with Cloud-based Solution from Fiserv

Fiserv, Inc., a global provider of financial services technology solutions, announced that it is helping to simplify investment management fee billing and invoice operations for financial institutions […]
December 4, 2018

AdvisoryWorld Acquired by LPL Financial

AdvisoryWorld, a software provider for financial advisors, announced that it will be acquired by LPL Financial Holdings Inc., the corporate parent of LPL Financial LLC. LPL […]
December 3, 2018

How to Choose the Best Tech for Large and Growing Firms

As your advisory firm grows, your business goals and the technology you need to support those goals will inevitably change. A solo advisor in their first […]
November 15, 2018

FISERV Ups Their Financial Planning Game

When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
November 8, 2018

MARS offers Sales and Marketing Visual Analytics Solution for Asset Managers

SalesFocus Solutions, developer of the MARS product suite for the asset management industry, announced that its new MARS v9 platform is available for general release. “We […]
November 7, 2018

MyRepChat to Provide Compliant Text Messaging Capabilities for Lincoln Investment

Lincoln Investment, an independent broker/dealer, has partnered with ionlake, LLC, the creators of MyRepChat, to provide their financial advisors with FINRA-compliant text messaging capabilities. The service […]
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