August 17, 2022

Coalition Of Cybersecurity Leaders Launch Open Cybersecurity Schema Framework (OCSF)

Announced August 10 in Las Vegas at Black Hat USA2022, the OCSF is a new open standard that can be adopted in any environment, application, or […]
July 19, 2022

With New Digital Onboarding Enhancements, Schwab Advisor Services Makes it Easier to Open Multiple Client Accounts for Households

Schwab’s accelerated investment in advisor technology continues to yield new digital tools that help independent advisors pursue growth and increase efficiency Schwab Advisor Services has introduced […]
July 19, 2022

True North Networks and RightSize Solutions Combine to Form Visory

True North Networks has joined forces with RightSize Solutions to become Visory, a provider of technology management, cybersecurity and hosting solutions for independent registered investment advisors […]
June 7, 2022

Envestnet Announces Business Line Transformation to Streamline and Accelerate the Growth of Its Financial Wellness Ecosystem

Stuart DePina Steps down as President; Tony Leal named President of EnvestNet WealthTech Group Envestnet has announced organizational changes to the Envestnet financial wellness ecosystem by […]
June 7, 2022

AdvisorEngine® Unveils Upgraded Portfolio Management Suite

The enhanced suite contains three core components that are all natively connected: performance reporting, rebalancing and fee billing AdvisorEngine® announced today the release of its upgraded […]
May 3, 2022

Joel Bruckenstein and Bob Veres Reveal Results of the 2022 Financial Advisor Software Survey

Joel Bruckenstein and Bob Veres just released the 2022 T3/Inside Information Software Survey, which is available as a PDF download now. The survey report ranks, by […]
April 26, 2022

AI-Powered Prospecting Solution, Catchlight, Integrates with Redtail Technology

It has never been more important for financial advisors to find new business and connect with people who need a financial advisor’s help. Catchlight Insights LLC’s […]
April 22, 2022

TradePMR Issues Warning to RIAs in New White Paper: Its Time to Understand Ownership of Client Data

Written by Joel Bruckenstein, Technology Tools for Today, and John O’Connell, Oasis Group, the duo asks financial advisors one question – do you own your client […]
April 22, 2022

Schwab Advisor Services Announces Platform Integration with Salesforce Financial Services Cloud

Integration enables independent advisors to access Schwab data and perform workflows directly from Salesforce Schwab Advisor Services is developing a new app integration with Salesforce Financial […]
April 19, 2022

Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors

Acquisition will further Orion’s mission to connect every stage of the advisor-client journey in a cohesive, tech-driven experience Orion Advisor Solutions, a provider of transformative wealthtech […]