January 21, 2019
Come watch four teams from CFP programs around the country compete for dominance in RIA technology development. The “T3 Mash Up” competition brings a mix of […]
January 21, 2019
Come watch four teams from CFP programs around the country compete for dominance in RIA technology development. The “T3 Mash Up” competition brings a mix of […]
January 11, 2019
The little banner across the face of your iPhone reminds you that it’s time to update your software, and it won’t go away until you accept […]
January 8, 2019
United Capital Financial Advisers LLC (“United Capital”), a financial life management firm has announced its new GuideCenterSM mobile app, available now on the App Store and […]
December 19, 2018
Advyzon, an all-in-one, cloud-based financial advisor technology platform announced it will expand its integration with TD Ameritrade Institutional’s next-generation advisor platform, Veo One. Advyzon will provide advisors who […]
December 18, 2018
E*TRADE Financial Corporation announced the launch of the E*TRADE Advisor Network, a national referral program that connects independent financial advisors to potential clients who need wealth […]
December 17, 2018
Going beyond replacing new account paperwork and wet signatures with digital forms, TD Ameritrade Institutional has developed technology that helps independent registered investment advisors fill out […]
December 17, 2018
Agreement Express, a leading provider of total digital onboarding for wealth management, announced the integration of its platform with the TD Ameritrade Institutional Veo Platform. The […]
December 14, 2018
Fiserv, Inc., a global provider of financial services technology solutions, announced that it is helping to simplify investment management fee billing and invoice operations for financial institutions […]
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 […]