September 24, 2018
Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]
October 12, 2018
AdvisorEngine, a company that provides a digital wealth management technology platform for financial advisors, announced the addition of Portfolio Analysis Tool powered by WisdomTree. The availability of this […]
October 12, 2018
Once again, Joel Bruckenstein, CEO of Technology Tools for Today (T3), will host the T3 Elite Advisor Symposium being held immediately before the MarketCounsel Summit. Bruckenstein will […]
October 11, 2018
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has developed a visually stunning digital marketing campaign exclusively for Riskalyze’s […]
October 10, 2018
InterGen Data, Inc. (InterGen), an AI-driven technology company that helps financial services firms identify when their clients are likely to have an important life event occur […]
October 9, 2018
North Capital Investment Technology (“NCIT”), a market-leading provider of technology services for exempt securities offerings, announced the launch of a new custody solution for funding platforms and introducing […]
October 2, 2018
Now in its 6th year, the T3 Enterprise Conference has become the leading enterprise-focused technology conference in the financial services industry. This annual gathering is specifically […]
September 26, 2018
RightCapital, a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, announced the launch of the RightCapital App – […]
September 24, 2018
Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]
September 14, 2018
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 […]
September 13, 2018
Carson Group, a family of companies committed delivering trusted financial advice, announced the launch of a partnership with financial publication Barron’s and Creighton University to help educate the […]
September 12, 2018
LifeYield, LLC, a tax-smart, risk-smart household-level portfolio management software, announced an integration with SS&C’s Black Diamond® Wealth Platform. LifeYield’s proprietary Taxficient Score™ and suite of Proposal […]
September 10, 2018
Schwab Advisor Services while at the Orion Ascent 2018 conference in Miami previewed its Digital Account Open tool, which will be in pilot for independent advisors […]