While at the T3 Advisor conference, February 2016, Bob Veres of Inside Information / Insider’s Forum talked with Marie Swift of Impact Communications about technology for […]
Junxure Cloud, MoneyGuidePro and Riskalyze Autopilot Named 2016 Veo Integrated Award Winners For Their Efforts to Advance Integrated Technology for RIAs A growing community of technology […]
Announces Five New Additions to Advizr Financial Planning Platform Including the Interactive Smart Model that Accelerates Advice Delivery and Scalability Advizr, FPPad’s 2015 Best Client Facing Technology winner and recent […]
At the recently concluded TD Ameritrade Elite LINC Conference I had the opportunity to attend a session on the proposed Financial Crimes Enforcement Network (FinCEN) anti-money […]
“Integrated” and “transparent” are common buzzwords associated with today’s wealth management technology platforms—except when it comes to accounting for trusts with multiple beneficiaries, as well as […]
As one of the most enduring and insightful thought leaders in our sphere, Bob Veres (www.BobVeres.com) is continually trying to figure out how to improve and […]
What’s truly important to the ongoing success and growth of your business? A lot of potential candidates for the category of “truly important” may have sprung […]
TradePMR introduced EarnWise, the firm’s new web-based technology platform, at its annual Synergy Conference in Palm Beach, FL. Building on the success of the Fusion Advisor Workstation […]