Shareholders Service Group (SSG) and Portfolio Pathway announced a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to […]
AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced the rollout of a brand new technical architecture. According to a […]
AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced a rebranding initiative to align its visual identity with recently acquired […]
Junxure, one of the best-known names in advisor CRM, has been acquired by AdvisorEngine. Junxure CRM is the industry’s most awarded CRM product with a 98% […]
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 […]