Twenty Universities Using Award-Winning Software to Educate Students, Train for Professional Positions, Give PFP Students a “Leg Up” RightCapital, a next-generation financial planning solution that provides […]
From the moment I set foot in the San Diego Convention Center, the site of the recently concluded LPL Focus Conference, the technology focus was evident. […]
RIA in a Box announced that its MyRIACompliance software now integrates with SS&C’s Black Diamond® Wealth Platform. The integration allows joint clients to automate the compliance […]
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced that it has received an additional round of funding […]
This is a story about one of the most successful branding campaigns in history and a critical lesson financial advisors everywhere should heed. It was the […]