With new financial partner Genstar and existing financial partner TA reinvesting, Orion and Brinker Capital together are positioned to transform the future of the advisor-client relationship […]
55ip, the investment strategy engine that empowers advisors to deliver tax-smart investment models and Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), announce a partnership to provide Robertson Stephens’ […]
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has launched the second phase […]
OWL Analytics, an alternative data company that focuses on environmental, social, and governance (ESG) research, today announced that it has partnered with FinMason, a FinTech firm […]
Latest Capabilities Make It Easier for LPL Clients to Access What They Need—Where, When and How They Want LPL Financial LLC, a leading retail investment advisory […]
New RIAConnect platform makes it easy — and free — for independent RIAs to explore potential deals and find top talent through a virtual community Even […]
Partnership with FinMason integrates analytics engine into rebalancing platform AdvisorPeak has announced a partnership with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users […]
By Joel Bruckenstein, CFP Disclosure: I originated the Financial Planning Technology Survey over a decade ago. I ceased writing for Financial Planning some time ago, in […]
Tegra118, a provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced its […]
~ Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from […]