September 27, 2016

The New Age of Client Referrals

As a financial advisor, you’re in the business of relationships. You build relationships with clients so you can manage their wealth for them, and doing that […]
September 23, 2016

eMoney Announces Fiduciary Framework to Address DoL Compliance

eMoney has announced the launch of their new Fiduciary Framework. The Fiduciary Framework is eMoney’s comprehensive DoL Compliance solution aimed at providing advisors and firms with the […]
September 19, 2016

Portfolio Management, Reconciliation and Accounting – Some Thoughts on Outsourcing for Financial Advisors

During the last few weeks, I’ve had the opportunity to attend both the Orion FUSE event and the SS&C/Advent Deliver Conference. The two events could not […]
September 16, 2016

PCS Provides White-Labeled 401(k) Platform, Sophisticated Tools/Resources to Trust & Investment Group

PCS, LLC, a leading fiduciary retirement plan recordkeeper, today announced that it will be providing a white-label version of its 401(k) platform to Alpine Trust & Investment […]
September 14, 2016

Black Diamond Enhances Reporting, Announces New Partnerships with Riskalyze and Advizr

SS&C Technologies Holdings, Inc., a global provider of financial services software and software-enabled services, recently announced expanded capabilities of its Black Diamond® wealth platform, including enhanced […]
September 8, 2016

RightCapital Reveals DOL-Focused Enhancements at Finovate Fall 2016

While at the Finovate Fall 2016 conference, RightCapital announced the release of its enhanced financial planning platform with capabilities to help advisors comply with the new […]
August 30, 2016

How Your Portfolio Accounting System and CRM Can Work Best Together

It’s not too hard to come up with a list of things that work better together: Sonny and Cher, waffles and fried chicken, Simon and Garfunkel—although […]
August 26, 2016

Is the Quarterly Newsletter Over? How to Create Experiential Communication with your Clients

Sometimes, news is just done right. On Michael Kitces’s Nerd’s Eye View, a blog that offers insights and takes on current events within the financial services […]
August 26, 2016

Kevin Knull On … The Great Wake Up Call for Financial Advisors

While at the T3 Advisor conference, February 2016, Kevin Knull of MoneyGuidePro talked with Marie Swift of Impact Communications about financial planning standards and how to […]
August 24, 2016

Guided Wealth Portfolios: The LPL Approach to Digital Advice

LPL Financial, the largest organization of independent financial advisors in the United States, unveiled their digital advice platform for LPL Advisors at the recently concluded 2016 […]