December 30, 2019
When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
January 9, 2020
Is Bitcoin just another tulip bulb? Or a truly global transformation?At first glance, Bitcoin looks like any other pump-and-dump scheme. But a deeper examination reveals a […]
January 8, 2020
Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their […]
January 7, 2020
Envestnet announced that it will provide financial advisors access to a select lineup of lenders on its recently launched Envestnet Credit Exchange platform. Together, TD Bank; […]
December 26, 2019
Once again, in 2020, for the third year in a row, CFP programs around the country will compete for dominance in RIA technology development. The annual […]
December 20, 2019
Envestnet | Tamarac deployed strategic enhancements to PortfolioCenter®, a portfolio management and reporting engine for small- to mid-sized registered independent advisers (RIAs). The upgrades improve user […]
December 18, 2019
Editor’s notes: Keena Pettijohn, founder and CEO of Lifelogixs Strategic Consultancy Group, was kind enough to write up the following summaries based on her experience attending […]
December 13, 2019
SEI announced the launch of the SEI Developer Portal (the Portal), a global, self-service offering featuring SEI’s suite of application programming interfaces (APIs) for web, mobile, […]
December 12, 2019
YCharts, an investment research, analytics, and client communications platform, announced the results of the company’s How Can Advisors Better Communicate with Clients? survey. The data revealed […]
December 11, 2019
55ip, an investment strategy engine that empowers advisors to automate tax management using sophisticated quantitative capabilities, announced its partnership with BlackRock Model Portfolios. The partnership will […]
December 5, 2019
Flourish Cash, a cash management platform for independent advisors, announced an exciting new data connection with eMoney Advisor (eMoney), a provider of technology solutions and services […]
December 4, 2019
WisdomTree, the exchange traded fund (“ETF”) and exchange traded product (“ETP”) sponsor, has announced the launch of its first cryptocurrency product, a physically-backed Bitcoin ETP. The […]
November 19, 2019
The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]