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 […]
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 […]
August 13, 2019
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced that it has received an additional round of funding […]
August 2, 2019
This is a story about one of the most successful branding campaigns in history and a critical lesson financial advisors everywhere should heed. It was the […]
July 17, 2019
Refinitiv today announced a strategic partnership agreement with Appway, a provider of leading client onboarding solutions, to fully integrate their suite of onboarding capabilities on the […]
July 16, 2019
Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]
July 11, 2019
Orion Advisor Services, LLC (“Orion”), a leading portfolio management solution provider for registered investment advisors, announced today it has acquired Advizr, Inc., a financial planning and […]