MoneyGuidePro

January 26, 2024

Ladder And Envestnet|Moneyguide Announce Integration to Provide Advisors Access to Insurance Offerings at T3 Conference

Announced at the Technology Tools for Today (T3) Conference this week in Las Vegas, Ladder, the insurtech offering digital, flexible life insurance in minutes, announced an […]
March 14, 2019

Envestnet to buy PIEtech, the developers of MoneyGuidePro, for $500 Million

Envestnet, the provider of unified wealth management technology and products to financial advisors and institutions today announced that they are purchasing PIEtech, Inc., the developer of […]
September 14, 2018

FUSE 2.0 — An Insider’s Report: Orion Re-imagines Their Hackathon with Great Success

A little over five years ago, I was delighted to be invited by Eric Clarke, the CEO of Orion Advisor Services, to serve as a judge […]
February 7, 2018

MX® and MoneyGuidePro® to Provide Advisors and Their Clients with Data Aggregation and Personal Financial Management Options

Today, at the T3 Advisor Conference in Ft. Lauderdale, Florida, MoneyGuidePro® and MX® announced a new partnership designed to help consumers actively manage their financial lives. […]
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 6, 2017

MoneyGuidePro® Launches New Options to Help Americans Plan for a Confident Retirement

PIEtech℠, creator of MoneyGuidePro®, announced the latest software release that focuses on helping consumers engage in financial planning in new ways. Proprietary research conducted by PIEtech℠ […]
May 2, 2017

RBC Launches New Wealth Management Technology Platform with Five Leading Fintech Providers

RBC Correspondent Services, a clearing firm for independent broker/dealers, and RBC Advisor Services, an RIA custodian, today announced the launch of BLACK, a new integrated financial […]
April 18, 2017

Enough with the “Alternative Facts” – PIEtech is Not for Sale

My usual policy with regard to unsubstantiated rumors is to ignore them, but when a substantial number of people start repeating the same unsubstantiated rumor, it […]
March 17, 2017

Schwab Launches Schwab Intelligent Advisory: Should Advisors Worry?

Schwab recently announced the general launch of Schwab Intelligent Advisory, the firm’s new hybrid advisory offering that combines access to live, CFP® credentialed advisors with an advanced […]