July 16, 2024

AdvisorEngine Releases Update to their Goals Optimization Engine

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 Launches Research Series Analyzing Custodian Platforms and Other Wealth Management Service Providers

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 Adds Four Industry Veterans

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 Introduces Samantha Schwimmer as Chief Marketing Officer

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 and interVal Announce Strategic Partnership to Advance Wealthtech Solutions

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

Wealthtech and AI High Among Advisor Priorities at LPL Financial’s Focus 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 […]
July 18, 2024

The Oasis Group Releases AI WealthTech Map

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

TradePMR and Advyzon Announce Enhancements to Integration

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

Broadridge Adds Values-Based Investing Tool into Advisor Platform, Enabling Enhanced Advisor-Client Experiences

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 Welcomes Two Distinguished Leaders to its Board of Directors

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 Announces $4.5 Billion Take-Private Transaction with Bain Capital

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 […]