March 20, 2020
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Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help with Volatile Markets

FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has partnered with Covisum®, a financial technology company […]
March 13, 2020
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AdvisorTouch Announces the Integration of their Workflow System into Wealthbox CRM

AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM. […]
March 12, 2020
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TradePMR Rolls Out Refined Trading Tools on Custodial Platform Fusion

Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology […]
March 11, 2020
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Snappy Kraken Webinar to Focus on Reaching Prospects During Volatile Markets

Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, knows from first-hand experience that the opportunity to win clients and gather […]
March 4, 2020
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Morningstar to Acquire Software Provider PlanPlus Global

Morningstar, Inc., a leading provider of independent investment research, today announced it has reached an agreement to acquire PlanPlus Global, a financial-planning and risk-profiling software firm […]
February 21, 2020
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Envestnet Offers a “New Playbook” for Advising Gens Y & Z

Over 3 decades, economic changes have reshaped the financial lives and dreams of young Americans, impacting Millennials the hardest. In this new white paper, written by […]
February 20, 2020
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E*TRADE Acquired by Morgan Stanley

Morgan Stanley and E*TRADE Financial Corporation have entered into a definitive agreement under which Morgan Stanley will acquire E*TRADE, a leading financial services company and pioneer […]
February 20, 2020
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Financial Industry to Give Consumers More Control Over Their Data

To give consumers more control over their data, FMR LLC, the parent company of Fidelity Investments, today announced the spin-off of Akoya℠ as an independent company that will be jointly […]
February 19, 2020
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Financial Advisor Software Survey Results Unveiled at T3 Conference in San Diego

In the largest survey of its type in the industry, Bob Veres (www.bobveres.com) and Joel Bruckenstein (www.joelbruckenstein.com) shed new light on the market share of most […]
February 19, 2020
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Advice Systems, Inc. Unveils AI Driven Automated Personal Financial Advice Software at the 2020 T3 Advisor Conference

Advice System Inc. (ASI), an early stage personal financial technology company, unveiled its flagship product, Intelligent Decision Tools™ (IDT), a new and unique category of personal […]