September 11, 2023
This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
September 11, 2023
This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
September 11, 2023
Streamlined 20-minute, interactive discovery workflow and brand asset generation engine will revolutionize the financial advisor branding experience
September 7, 2023
The alternative investment platform will now service Fund Formation Group clients, and founder Thomas Haynes will join GLASfunds as Director of Business Development.
September 7, 2023
FP Alpha, an AI-driven advanced planning platform for financial advisors, has announced the release of their new P&C Snapshot, a first of its kind tool that […]
September 7, 2023
By Joel Bruckenstein, CFP After almost three years of fending off naysayers, Schwab has completed the transition of over 3.6 million RIA managed accounts on the […]
September 6, 2023
RiXtrema announced two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. AdvisorAI and 401kAI incorporate powerful data capabilities that allow subscribers to rapidly gather pertinent information, get […]
August 22, 2023
Kwanti announced two new enhancements to their platform, including Tax Drag Analysis, which allows advisors to identify hidden portfolio expenses and tax liability. “Investing involves many […]
August 16, 2023
Advyzon Investment Management (AIM) added multiple new asset managers to their platform, including Fidelity Investments, Alpha Vee Solutions, KKM Financial, and Zacks Investment Management. “My team […]
August 9, 2023
In my experience, if you ask a room full of advisors to raise their hands if they think their firm is above average, roughly 80-90% of […]
August 9, 2023
Themes of optimism and opportunity are front and center at Focus as the need for personalized financial advice grows and LPL unveils several new initiatives to […]
July 20, 2023
Developed by industry veteran John O’Connell, the training courses are built to provide in-depth, educational information about wealth management industry segments, revenue processes, technology, and more. […]
July 17, 2023
The upcoming Ezra Group webinar, From Data to Dollars: How AI Transforms Wealth Management, is happening Tuesday, July 25, 2023, at 2:00 p.m. Eastern Time (ET). […]