July 16, 2024
The AdvisorEngine platform has many strengths. It’s CRM module, which derived from Junxure CRM is one of the most robust, industry specific CRM applications available today, […]
August 27, 2024
The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research series called Vantage Point Peaks, which provides in-depth reports and […]
August 20, 2024
TradePMR announced the additions of four industry veterans to its already robust technology team. The strategic new hires come aboard at a pivotal time to support […]
August 14, 2024
Advyzon announced that Samantha Schwimmer has joined the team as Chief Marketing Officer. With nearly 15 years of experience in the financial services industry, Schwimmer brings […]
August 13, 2024
FusionIQ announced a mutual referral agreement with interVal. The collaboration is expected to create significant synergy that will transform how financial advisors leverage wealthtech to deliver […]
August 13, 2024
The first full day of LPL Financial LLC’s annual flagship conference, Focus 2024, is under way at the San Diego Convention Center today. Renowned throughout the wealth management […]
August 12, 2024
Innovayte and Advyzon announced the launch of their groundbreaking, state-of-the-art platform and model marketplace. For Innovayte, Advyzon has created its first and only custodial back-end platform. The […]
August 5, 2024
Furthering its commitment to serving wealth management firms of all sizes, Fidelity Investments today announced two new technology offerings developed specifically for smaller and mid-sized registered […]
July 18, 2024
The Oasis Group released their AI WealthTech Map, a resource that financial advisors and wealth management firms can use to discover leading artificial intelligence solutions and […]
July 17, 2024
Continuing its ongoing platform innovation in support of independent advisors, TradePMR today announced several enhancements to its integration with Advyzon, the comprehensive wealth management technology and investment management platform […]
July 16, 2024
Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values Broadridge Financial Solutions, Inc. (NYSE:BR) has announced a strategic enhancement […]
July 16, 2024
FinServ Foundation, a 501(c)(3) nonprofit dedicated to fostering talent in the financial services sector, has announced the appointment of two esteemed professionals to its board of […]
July 12, 2024
Envestnet, Inc. (NYSE: ENV) (“the Company” or “Envestnet”), a leading provider of integrated technology, intelligent data and wealth solutions, has announced that it has entered into […]