In light of the SEC’s release of its Regulation Best Interest proposal last week, AdvisoryWorld, a leading software provider for financial advisors, today announced a relaunch […]
Gěneos Wealth Management, Inc. today announced that it has become a member of cleverDome, Inc.,TM a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the […]
United Capital Financial Advisors LLC and FinLife Partners, a division of United Capital, recently announced the launch of FinLife CX (the CX is short for client […]
E*TRADE Financial Corporation has completed the acquisition of independent advisor custodian Trust Company of America (TCA). “It is with great pleasure that we welcome TCA into […]
The independent advisory space continues to evolve, and Orion Advisor Services is evolving with it. Some in the industry have speculated for some time that firms […]
Redtail Technology (“Redtail”), a leading provider of client relationship management (CRM) solutions for financial services firms, today announced the relocation of its Rome, GA office to […]
Dallas based middle-market private equity firm, Caruth Capital Partners, LLC, said today it has invested growth capital in ATA RiskStation, LLC, a leading provider of cloud-based […]
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, recently announced an affordable, professional video production service for financial […]
The Co-operators is pleased to announce the successful implementation of Equisoft’s WealthElementsTM suite and Client Portal module. These new needs analysis tools allow The Co-operators’ network of […]