May 27, 2020

PlanTechHub: A New Financial Planning Tool

By Joel Bruckenstein, CFP PlanTechHub, a new financial planning tool that was previewed at the 2020 T3 Advisor Conference in San Diego, is now available for […]
May 27, 2020

Fidelity ® Launches Digital Service Tools For Advisors, Adding To Its Award-Winning Client Service Offering 1 [I]

Fidelity Leverages Its Proven Strength in Client Experience and Technology to Help Advisors Work Smarter in These Challenging Times and Beyond Fidelity Has Seen Increased Adoption […]
May 26, 2020

‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Envestnet, Inc. (NYSE: ENV) has unveiled Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned […]
May 21, 2020

Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Smarsh®, has announced the acquisition of Entreda, a developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will […]
May 21, 2020

K1 Enters Agreement to Sell FMG Suite to Aurora

 K1 Investment Management, LLC (“K1) has announced it has entered into a definitive agreement to sell FMG Suite, LLC (“FMG Suite”), a provider of cloud-based marketing automation software for […]
May 19, 2020

LPL Advisors Now Have Access to AdvicePay

LPL Financial, LLC, a leading retail investment advisory firm, RIA custodian and independent broker-dealer, has announced that LPL advisors now have access to AdvicePay, a leading […]
May 18, 2020

Oranj Adds Income-Focused Mutual Funds to its Platform for Financial Advisors

Pacific Funds join the growing list of asset managers on Oranj’s custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client […]
May 18, 2020

FinMason Launches Accessible Fixed Income Analytics

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the first phase of […]
May 15, 2020

Goldman Sachs Buys Folio

What it means for RIA’s Goldman Sachs continued its move into the RIA business with the acquisition of Folio. Much has already been written in the […]
May 15, 2020

A Brief Conversation with Neesha Hathi

By Joel Bruckenstein, CFP A couple of news items out of Charles Schwab & Co. last week prompted me to catch up with, Neesha Hathi, Executive […]