LPL Financial, the largest organization of independent financial advisors in the United States, unveiled their digital advice platform for LPL Advisors at the recently concluded 2016 […]
In March of 2016, when I reviewed FMeX (Financial Media Exchange) in “A Fresh, and Cheap(er) Approach to Digital Marketing,” my first impressions of the platform’s […]
Salesforce the cloud based CRM platform company, today introduced Shield for Financial Services Cloud. The new solution can be used to assist financial advisors, retirement plan […]
Another Cutting Edge Innovation from Orion Orion Advisor Services has long had a well-deserved reputation for innovation in the financial advisory technology industry. They were among […]
At the recently concluded TD Ameritrade Elite LINC Conference I had the opportunity to attend a session on the proposed Financial Crimes Enforcement Network (FinCEN) anti-money […]
As one of the most enduring and insightful thought leaders in our sphere, Bob Veres (www.BobVeres.com) is continually trying to figure out how to improve and […]
Financial services firms have an affirmative responsibility to know their clients and to make sure they avoid doing business with bad actors, be they criminals, terrorists, […]
I had an opportunity to chat the other day with Victor Fetter, CIO of LPL Financial, the largest organization of independent financial advisors in the United States. […]
Last week, Pershing’s Mark Tibergien announced that his firm is adding three B2B robo providers to its list of integration partners. The three are Vanare, SigFig, […]