Data privacy and protection has become a daily headline with everything from the latest data breaches at major institutions such as Equifax, to intentional exploitation of […]
InterActive Legal, co-founded in 2003 by Trusts & Estates attorneys Jonathan G. Blattmachrand, Michael L. Graham and Yourefolio™, an estate and legacy planning software for financial planners and […]
Lincoln Financial Group has announced a strategic partnership with Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider for registered investment advisors, to offer a […]
Registration is now open for the T3 Enterprise Conference. Qualified executives are invited to attend as my guest (no cost to participate as long as you meet […]
AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced the rollout of a brand new technical architecture. According to a […]
TCA by E*TRADE, a provider of integrated technology, custody, and practice management support for Registered Investment Advisors (RIAs), announced the enhancement of its Liberty platform with […]
AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced a rebranding initiative to align its visual identity with recently acquired […]
Envestnet | Tamarac announced an enhanced integration with BNY Mellon’s Pershing (Pershing) on its Tamarac platform and client portal. Mutual clients will now be able to […]
cleverDome, Inc., a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the Dome”TM (i.e., secure and off the open Internet), and 3PAS […]