Joel Bruckenstein talks about the problems that exist today for financial services firms as related to cybersecurity. Speaking at the LaserApp Financial Services Conference September 2016, […]
Back Office Support Service (BOSS), a technology-outsourcing platform, recently announced the availability of a new industry report that details the changes advisors need to make to […]
Riskalyze and TD Ameritrade Institutional recently announced that Autopilot, the robo-advisory platform for advisors powered by the Risk Number®, will be integrated with TD Ameritrade’s intelligent […]
Since its introduction in 2015, Redi2 Technologies’ BillFin® solution has been adopted by more than 100 financial advisors to help them streamline their client billing process. Expanded integrations […]
INNOVATION BY DESIGN In a bold move, eMoney hosted its first eMoney Hackathon in conjunction with the recently concluded eMoney annual users conference. I served as […]