December 3, 2018
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 […]
December 4, 2018
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
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 29, 2018
TCA by E*TRADE, a provider of integrated technology, custody, and practice management support for Registered Investment Advisors (RIAs), recently announced the launch of its account aggregation […]
November 15, 2018
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
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
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 […]
November 1, 2018
BNY Mellon’s Pershing Advisor Solutions today announced that Managed360®, a managed account solution designed to help advisors realize increased efficiencies and drive scale, is now available to […]
October 31, 2018
Carrasco International Airport has kicked off self-service biometric boarding today. For the first time in Latin America, LATAM Airline passengers have boarded the plane without having […]
October 30, 2018
AdvisoryWorld, a leading software provider for financial advisors, announced that Advisor Proposal Generator, the Company’s interactive proposal tool, now features Monte Carlo simulation as comprehensive fee […]
October 29, 2018
What’s missing in traditional financial planning analytics? Here are a few things to consider. As it turns out there are a few gaps. Financial planning grew […]
October 24, 2018
AdvisorClarity, a leading provider of comprehensive business intelligence software for independent financial advisory firms, announced that the firm has selected FinMason to power its investment analytics. […]
October 23, 2018
Advicent, an industry-leading financial planning technology provider based in Milwaukee, WI, unveiled the NaviPlan Client Report Editor, which provides a new level of client report configurability that will […]