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 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 […]
September 13, 2018
Carson Group, a family of companies committed delivering trusted financial advice, announced the launch of a partnership with financial publication Barron’s and Creighton University to help educate the […]
September 12, 2018
LifeYield, LLC, a tax-smart, risk-smart household-level portfolio management software, announced an integration with SS&C’s Black Diamond® Wealth Platform. LifeYield’s proprietary Taxficient Score™ and suite of Proposal […]
September 10, 2018
Schwab Advisor Services while at the Orion Ascent 2018 conference in Miami previewed its Digital Account Open tool, which will be in pilot for independent advisors […]
September 6, 2018
Oranj, the first free, end-to-end wealth management software, and Redtail Technology, a leading provider of web-based client relationship management (CRM) for financial advisers, have announced their integration. Redtail and Oranj […]
September 4, 2018
Advyzon, an industry-leading, cloud-based financial advisor technology platform, announced the addition of enhanced composite reporting capabilities. These new features will enable advisors to easily demonstrate the […]
August 31, 2018
A new integration between Orion and Asset-Map is designed to bring advisors closer to a fully integrated meeting experience, where clients can see their full financial […]
August 30, 2018
Most successful financial advisory firms I know are always looking for opportunities to grow their businesses. Historically, the vast majority of new business generated by advisors […]
August 29, 2018
Fiserv, Inc., a leading global provider of financial services technology solutions, has announced enhanced unified managed account (UMA) capabilities. A new interface and streamlined workflow within Unified […]
August 28, 2018
After years of telling advisors that their next generation portfolio management product, PortfolioConnect would be multi-custodial, Schwab is abandoning that pledge. Furthermore, Andrew Salesky, Senior Vice […]
August 27, 2018
FinMason, a fintech firm operating one of the largest investment analytics platforms in the world, and Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider […]