November 19, 2019

Schwab IMPACT: “All In” on Technology

The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]
December 5, 2019

Flourish Cash Announces Data Connection with eMoney Advisor

Flourish Cash, a cash management platform for independent advisors, announced an exciting new data connection with eMoney Advisor (eMoney), a provider of technology solutions and services […]
December 4, 2019

WisdomTree Launches Physically-Backed Bitcoin ETP

WisdomTree, the exchange traded fund (“ETF”) and exchange traded product (“ETP”) sponsor, has announced the launch of its first cryptocurrency product, a physically-backed Bitcoin ETP. The […]
November 19, 2019

Schwab IMPACT: “All In” on Technology

The theme of this year’s Schwab IMPACT Conference was “All In”, and it was gratifying that the theme extended to technology. When I last visited IMPACT […]
November 15, 2019

Envestnet | Tamarac and Flyer Roll Out Co-Pilot OMS to Advisors

Envestnet | Tamarac and Flyer announced that their integrated software is now available for advisors looking to enhance trading capabilities and streamline operations. The integration joins […]
November 12, 2019

CAIS Launches Artificial Intelligence Learning Platform, CAIS IQ, to Transform How Financial Advisors Learn About Alternative Investments

CAIS, an advisor technology platform connecting financial advisors with alternative investments, announced the launch of CAIS IQ, a state-of-the-art learning system that helps financial advisors everywhere […]
November 6, 2019

United Capital Announces Rachel Schnoll to Lead FinLife CX

United Capital, a Goldman Sachs company, announced it has appointed Rachel Schnoll to lead FinLife CX, an ensemble of tools built for independent advisors to bring […]
November 5, 2019

Benjamin Announces Integration with Orion

Benjamin™, an A.I. technology for financial advisors, announced an exciting new integration with fintech company Orion Advisor Technology, LLC. This new integration promises to deliver an […]
October 31, 2019

Andes Wealth Technologies Launches the Google Maps for Financial Advisors

Andes Wealth Technologies, where behavioral finance meets analytics, announced that California-based Registered Investment Advisor (RIA), Slow Capital, Inc., has gone live on its modern platform for […]
October 30, 2019

Timeline Retirement Income Software Integrates with Morningstar ByAllAccounts For Investment Data Aggregation

Timelineapp Tech Limited (Timeline), a fintech company that provides next-generation retirement income software, and Morningstar® ByAllAccounts®, the award-winning data aggregation service, announced an integration that gives […]
October 29, 2019

Laserfiche Announces Laserfiche Vault, Solution Package to Support Broker Dealer Firms with SEC Compliance

Laserfiche, a leading global provider of intelligent content management and business process automation, announced the launch of Laserfiche Vault. Specifically designed for the financial services industry, […]
October 29, 2019

Aivante Releases New White Paper on How Medicare “Means Testing” Threatens Retirement Security

Aivante, a leading provider of health and wealthanalytics, today announced the availability of a new whitepaper, How Medicare Means Testing and Tax-Deferred Savings Threatens Retirement Security, […]
October 28, 2019

Snappy Kraken Names Riskalyze, Mariner Wealth Executives to Board of Directors

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has named three new board members : · Marty Bicknell […]