September 24, 2018
Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]
October 19, 2018
Redtail, a leading provider of client relationship management (CRM) solutions for financial services firms, announced the rollout of advanced artificial intelligence capabilities that will enable advisory […]
October 18, 2018
Vestmark, a provider of portfolio management and trading solutions for financial advisors and institutions, announced the acquisition of Charlotte-based Adhesion Wealth Advisor Solutions (Adhesion). Adhesion, a […]
October 17, 2018
Fidelity® announced the launch of WealthscapeSM Integration Xchange, its open architecture digital store. With Integration Xchange, wealth management firms can explore a variety of integration options to design […]
October 12, 2018
AdvisorEngine, a company that provides a digital wealth management technology platform for financial advisors, announced the addition of Portfolio Analysis Tool powered by WisdomTree. The availability of this […]
October 12, 2018
Once again, Joel Bruckenstein, CEO of Technology Tools for Today (T3), will host the T3 Elite Advisor Symposium being held immediately before the MarketCounsel Summit. Bruckenstein will […]
October 11, 2018
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has developed a visually stunning digital marketing campaign exclusively for Riskalyze’s […]
October 10, 2018
InterGen Data, Inc. (InterGen), an AI-driven technology company that helps financial services firms identify when their clients are likely to have an important life event occur […]
October 9, 2018
North Capital Investment Technology (“NCIT”), a market-leading provider of technology services for exempt securities offerings, announced the launch of a new custody solution for funding platforms and introducing […]
October 2, 2018
Now in its 6th year, the T3 Enterprise Conference has become the leading enterprise-focused technology conference in the financial services industry. This annual gathering is specifically […]
September 26, 2018
RightCapital, a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, announced the launch of the RightCapital App – […]
September 24, 2018
Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]
September 14, 2018
A little over five years ago, I was delighted to be invited by Eric Clarke, the CEO of Orion Advisor Services, to serve as a judge […]