October 14, 2019
Fiduciary financial advisors should own the 401(k) market. There are still way too many high cost plans out there that have hidden fees, a sub-optimal line-up […]
October 15, 2019
Bob Veres (www.BobVeres.com) and Joel Bruckenstein (www.JoelBruckenstein.com) have announced that their annual software survey is now open. For the past few years, Veres and Bruckenstein have […]
October 14, 2019
Fiduciary financial advisors should own the 401(k) market. There are still way too many high cost plans out there that have hidden fees, a sub-optimal line-up […]
October 9, 2019
Technology platform Say and post trade processing company InteliClear announced that they will integrate Say’s shareholder communications platform with InteliClear’s back-office brokerage operations technology. As part […]
September 27, 2019
MaxMyInterest (“Max”), an intelligent cash management platform for individual investors and financial advisors, has expanded its relationship with Radius Bank, an industry-leading digital bank, to launch […]
September 26, 2019
Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, today announced the launch […]
September 13, 2019
Schwab Advisor Services announced enhancements to Institutional Intelligent Portfolios™, including an account conversion feature allowing independent investment advisors to easily and in a matter of minutes […]
September 12, 2019
In a major policy shift, the CFP Board plans to grant continuing education (CE) credit for technology programs. The CFP Board has not historically granted CE […]
September 10, 2019
Morningstar, Inc., a leading provider of independent investment research, today launched Goal Bridge, a planning and proposal solution that enables advisors to connect goals-based planning and […]
September 9, 2019
I recently had the pleasure of attending the 10th annual TD Ameritrade Tech LINC, formerly known as the TD Ameritrade Institutional Technology Summit. TD Ameritrade was […]
August 29, 2019
Twenty Universities Using Award-Winning Software to Educate Students, Train for Professional Positions, Give PFP Students a “Leg Up” RightCapital, a next-generation financial planning solution that provides […]
August 28, 2019
From the moment I set foot in the San Diego Convention Center, the site of the recently concluded LPL Focus Conference, the technology focus was evident. […]
August 27, 2019
RIA in a Box announced that its MyRIACompliance software now integrates with SS&C’s Black Diamond® Wealth Platform. The integration allows joint clients to automate the compliance […]