May 20, 2024

AdvisorEngine Deepens Integrations with Schwab

By Joel Bruckenstein & Charles Fernandes For those of you unfamiliar with AdvisorEngine, it is a comprehensive wealth management platform providing a suite of technology-based services […]
June 13, 2024

Advyzon Announces Dates and Location of 2025 Annual Conference

Advyzon announced the dates and location of the second annual Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in […]
June 10, 2024

YourStake Announces Collaboration with Apex Fintech Solutions Inc to Provide APIs for the Next Generation of AI-First Fintech

YourStake announced a collaboration with Apex Fintech Solutions Inc. (“Apex”), the innovation platform to the global investment ecosystem, to provide APIs for the next generation of AI-first […]
June 5, 2024

Vestwell Announces Expanded Access to J.P. Morgan Asset Management Everyday 401(k)

Vestwell announced an expanded distribution of J.P. Morgan Asset Management’s Everyday 401(k). J.P. Morgan’s workplace savings platform for small businesses will continue to be offered through […]
June 4, 2024

Advyzon Investment Management (AIM) TAMP Hires Scott Smith as Chief Revenue Officer

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, announced today the hiring of Scott Smith as […]
May 29, 2024

PureFacts Financial Solutions Selects BridgeFT’s WealthTech API to Enhance Data Infrastructure for End-to-End Revenue Platform

PureFacts Financial Solutions, a leader in revenue management, fees calculation, incentive compensation and insights for the asset and wealth management sector, announced today it has selected BridgeFT‘s […]
May 21, 2024

Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently added multiple new asset managers and strategists […]
May 14, 2024

TradePMR Signs Top Technologist Jon Patullo

By Joel Bruckenstein, CFP RIA custodian TradePMR has scored a major coup, signing industry veteran Jon Patullo on as Chief Product Officer. Patullo brings a unique […]
April 16, 2024

Financial Services Veteran Scott Smith Joins Buckler as CEO

Buckler, a premier provider of Cyber Program Management Solutions for the financial services industry, has announced the appointment of Scott Smith as its new Chief Executive Officer (CEO) […]
April 2, 2024

iCapital® to Acquire Mirador, a Financial Technology Provider of Consolidated Reporting and Data Management

The acquisition enhances iCapital’s operating system and data management capabilities and expands its solutions for the wealth management industry. iCapital, an alternative investment marketplace for the […]
April 2, 2024

AdvisorEngine and Franklin Templeton Unveil Integrated Goals-based Planning

Creating, funding and implementing a financial plan and related investment strategies are all connected within one platform, unifying the advisor and client experience AdvisorEngine has released […]
March 5, 2024

F2 Strategy Acquires SKY Marketing Consultants, Elevates Wealth Management Services Offering by Blending Technology and Marketing

Strategic acquisition of SKY empowers F2 Strategy to enrich its solutions for financial services firms F2 Strategy (“F2”), a  wealth management technology services company, has announced the […]
March 5, 2024

AdvicePay and eMoney Streamline Workflow to Get Paid for Financial Planning with Integrations

The new features help eMoney advisors capture AdvicePay’s planning invoices directly in the client’s eMoney vault. AdvicePay, a platform for processing payments and overseeing compliance of […]