May 20, 2024

AdvisorEngine Deepens Integrations with Schwab

By Joel Bruckenstein & Charles Fernandes For those of you unfamiliar with AdvisorEngine, it is a comprehensive wealth management platform providing a suite of technology-based services […]
May 21, 2024

Advyzon Investment Management (AIM) Adds New Asset Managers, Including BlackRock and DFA

Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently added multiple new asset managers and strategists […]
May 14, 2024

TradePMR Signs Top Technologist Jon Patullo

By Joel Bruckenstein, CFP RIA custodian TradePMR has scored a major coup, signing industry veteran Jon Patullo on as Chief Product Officer. Patullo brings a unique […]
April 16, 2024

Financial Services Veteran Scott Smith Joins Buckler as CEO

Buckler, a premier provider of Cyber Program Management Solutions for the financial services industry, has announced the appointment of Scott Smith as its new Chief Executive Officer (CEO) […]
April 2, 2024

iCapital® to Acquire Mirador, a Financial Technology Provider of Consolidated Reporting and Data Management

The acquisition enhances iCapital’s operating system and data management capabilities and expands its solutions for the wealth management industry. iCapital, an alternative investment marketplace for the […]
April 2, 2024

AdvisorEngine and Franklin Templeton Unveil Integrated Goals-based Planning

Creating, funding and implementing a financial plan and related investment strategies are all connected within one platform, unifying the advisor and client experience AdvisorEngine has released […]
March 5, 2024

F2 Strategy Acquires SKY Marketing Consultants, Elevates Wealth Management Services Offering by Blending Technology and Marketing

Strategic acquisition of SKY empowers F2 Strategy to enrich its solutions for financial services firms F2 Strategy (“F2”), a  wealth management technology services company, has announced the […]
March 5, 2024

AdvicePay and eMoney Streamline Workflow to Get Paid for Financial Planning with Integrations

The new features help eMoney advisors capture AdvicePay’s planning invoices directly in the client’s eMoney vault. AdvicePay, a platform for processing payments and overseeing compliance of […]
March 5, 2024

Idea Decanter Announces Strategic Partnership with FMG

Partnership will provide a seamless way for advisors to add video to their FMG websites Idea Decanter, a video marketing agency that helps financial advisors write, […]
March 5, 2024

Advyzon Adds to Executive Team to Embark on Next Chapter of Growth

Advyzon announced two new additions to the executive team, Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales. These hires […]
March 5, 2024

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 – Part II

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
February 27, 2024

T3 Technology Tools for Today Presents: Hot & Happening at T3 2024 – Part I

Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
February 22, 2024

Advyzon and Apex Advisor Solutions Push the Boundaries of Advisor and Custodial Technology

Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions. The collaboration was announced during the inaugural Advyzon Conference, […]