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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]