May 14, 2020
Published by T3NewsADM at May 14, 2020
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Smartleaf Launches New Direct Indexes with IDX Insights Partnership

Smartleaf announced today it is partnering with IDX Insights to provide Smartleaf clients access to additional direct index models in the major equity asset classes, beginning with US […]
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May 13, 2020
Published by T3NewsADM at May 13, 2020
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TradingFront Partners with Interactive Brokers to Launch Next-Gen, All-In-One Digital RIA Platform

Unified system will provide a powerful, end-to-end, digital account opening, trading, rebalancing, CRM, reporting and client engagement platform to power RIA growth and profitability. TradingFront, working […]
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May 8, 2020
Published by T3NewsADM at May 8, 2020
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Charles Schwab Purchases Motif’s Technology Capabilities

The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in […]
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May 8, 2020
Published by T3NewsADM at May 8, 2020
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AdvicePay Launches “Offices” To Streamline Multi-Branch Enterprises Scaling Fee-For-Service Advice Billing

AdvicePay, a fee-payment-processing platform designed exclusively for financial advisors, announced today the launch of a new powerful management and administration capability, Offices, to enable Enterprises to […]
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May 7, 2020
Published by T3NewsADM at May 7, 2020
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LifeYield’s Advantage Suite® Upgrades Spotlight Social Security Planning and Control in a Storm-Tossed Market

New enhancements visualize retirement income needs and integrate outsourced investment models with tax-efficiency tech In a volatility-wracked market, nothing is more valuable to financial advisors and […]
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May 6, 2020
Published by T3NewsADM at May 6, 2020
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Franklin Templeton Acquires Digital Wealth Leader AdvisorEngine

Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today […]
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May 4, 2020
Published by T3NewsADM at May 4, 2020
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Shareholders Service Group Partners with AdvisorPeak

Institutional-Grade Rebalancing Platform Available to SSG Members Shareholders Service Group (SSG) and AdvisorPeak recently announced a new agreement for the benefit of advisors who custody with […]
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May 1, 2020
Published by T3NewsADM at May 1, 2020
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Timelineapp Launches Digital Academy Training Platform and Announces New Resources For Financial Advisors

Timelineapp Tech Limited (Timeline), a fintech company that provides financial advisors with next-generation retirement income software, recently launched the Timeline Digital Academy, which will deliver a […]
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