AdvisorEngine Inc., a digital wealth management platform, has acquired the assets of Kredible Technologies, Inc. (“Kredible”), a technology-enabled, research-driven firm targeting financial advisors with the goal […]
Rowling & Associates, a nationally recognized, independent wealth management firm, recently announced the availability of a new investment strategy and research platform available to independent Registered […]
The financial technology industry is going through a transformation that is making customer success seamless and effortless. eMoney Advisor is a leader in revolutionizing how clients […]
TradePMR released today its agenda and lineup of speakers for the 2017 Synergy conference, an annual gathering for independent registered investment advisors (RIAs). This year’s theme, Gratitude, Giving […]
InvestmentPOD for Advisors, a digital advice platform that offers multi-strategies, announced today the official launch of its white-labeled automated investing platform for Registered Investment Advisors. InvestmentPOD […]
In a recent webinar, Bob Conchiglia, VP, Advisory Sales for SS&C Advent (www.ssctech.com/advent), sat down with Joel Bruckenstein, Producer of the T3 Technology Hub (www.T3TechnologyHub.com) and […]
My usual policy with regard to unsubstantiated rumors is to ignore them, but when a substantial number of people start repeating the same unsubstantiated rumor, it […]
Oranj, a company that builds software for advisors to use in servicing, collaborating, managing and connecting with their clients, has announced that they now have a […]
Orion Advisor Services has announced the general release of Orion Social, an advisor-facing application that connects advisors with Orion experts, online training tutorials, and advisor peers […]