December 15, 2017

Advyzon: One of the Industry’s Best Kept Secrets

It is rare in this industry to come across a well built, intuitive platform for advisors that is value priced, yet relatively unknown; that’s exactly what […]
November 21, 2017

Right Capital is Becoming a Real Contender in the Financial Planning Software Space

I recently caught up with Right Capital co-founder Shuang Chen, CFA, to get an update on new developments at his firm. In short, I liked what […]
November 9, 2017

Maintaining Marital Bliss at Retirement: MoneyGuidePro’s New App Can Help

At a time when divorce rates are dropping for younger adults, the divorce rate for older Americans is rising significantly. Among U.S. adults ages 50 and […]
November 2, 2017

Riskalyze: Much More than a Risk Number

From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
February 8, 2017

Cyber-security Tips for Financial Advisors

Cyber security is certainly on the mind of advisors today. According to at least one industry survey, cyber security is the number one technology concern among […]
December 15, 2016

Big PIEtech Coup: MoneyGuidePro and MyMoneyGuide Lab to Power Schwab Intelligent Advisory Service

When Schwab recently announced the launch of Schwab Intelligent Advisory, the firm stated that “Clients will complete a self-guided online planning tool focused on their specific […]
December 15, 2016

Will Schwab Upend the Advisory Business?

Charles Schwab recently announced plans to expand its suite of wealth management and advisory services with the launch of Schwab Intelligent Advisory, a hybrid advisory service […]
November 18, 2016

Thoughts on the WisdomTree Investment in AdvisorEngine (formerly Vanare)

Today’s announcement of WisdomTree’s investment in AdvisorEngine, and the name change from Vanare to AdvisorEngine, are net positives for a number of reasons. Let’s start with […]
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