May 21, 2019
Held twice a year for the past 18 years, the Tiburon CEO Summit has become one of the most sought-after tickets in the world of finance. […]
May 21, 2019
Held twice a year for the past 18 years, the Tiburon CEO Summit has become one of the most sought-after tickets in the world of finance. […]
May 14, 2019
TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by Business Intelligence Group. TradePMR was one […]
May 13, 2019
Several industry veterans have joined together to form AdvisorPeak, a new portfolio trading and rebalancing platform focused on the wealth management industry. Damon Deru, founder and former […]
May 10, 2019
Independent Financial Partners (“IFP”), an SEC registered investment advisor and soon-to-be broker-dealer specializing in wealth management and retirement plan consulting, announced that it has entered into […]
May 9, 2019
AdvisorEngine announced that its wholly-owned subsidiary, CRM Software Inc., known as Junxure, is deploying integrations with Orion Advisor Services, Constant Contact and MyRepChat. These integrations will power advisory firms’ marketing and communication […]
May 8, 2019
Morningstar, Inc., a leading provider of independent investment research, introduced the Model Marketplace, a centralized distribution platform that allows advisors to quickly and cost efficiently research […]
May 7, 2019
Jemstep, a leading digital advice solutions provider, announced the launch of the Jemstep Advisor Pro App on Salesforce AppExchange, the world’s leading enterprise cloud marketplace. Jemstep […]
May 2, 2019
The CFP Board Center for Financial Planning and Envestnet announced a new scholarship to support individuals looking to become CERTIFIED FINANCIAL PLANNER™ professionals. The Envestnet Scholarship provides […]
April 26, 2019
TradePMR, a technology and custodial services provider, is rolling out new augmented reality technology for advisor recruitment. The technology, which blends virtual objects with real-world settings, […]
April 23, 2019
A year of major acquisitions from the biggest names in the fintech space has been a gut check for many advisors. As they pay increasing attention […]
April 17, 2019
Invent.us (INVENT), a software development consulting firm, and Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced a new strategic partnership for […]
April 9, 2019
Envestnet introduced the Envestnet Credit Exchange, a program that integrates lending solutions into the wealth management process on the Envestnet platform. Envestnet has partnered with Advisor […]