August 29, 2019

RightCapital Provides Right Tools for Financial Planning Students

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 […]
August 28, 2019

Technology Was Center Stage at Recent LPL Focus Conference

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. […]
August 27, 2019

Black Diamond Wealth Platform Integrates MyRIACompliance Software to Provide Real-Time Updates

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 […]
August 13, 2019

Original ScratchWorks 2018 Investors Add $3.5 Million to Snappy Kraken Seed Round

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 […]
August 2, 2019

Advisor Equity Is Inside: A Branding Lesson from Intel

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 […]