February 5, 2018

Leading Game Theorist and Capital Preferences Launch “Risk Essentials” Client Profiling System and FitScore Methodology

Capital Preferences, a behavioral economics, decision science and financial technology firm, has announced the launch of TrueProfile.com – and their first product called Risk Essentials which is available […]
February 5, 2018

Covisum’s Tax Clarity™ Software Helps Advisors Distinguish Taxable Income for Clients, New White Paper Identifies Three Biggest Hurdles Advisors Face when Talking Taxes

Talking taxes can be tricky for advisors, yet it is a critical piece of retirement planning. Regulations, and industry standards limit who can provide “tax advice.” […]
February 2, 2018

AI Token to Confirm Verified Accredited Investor Status Now Available through North Capital

North Capital, a provider of technology and brokerage services for exempt securities offerings, is now offering a utility token (a.k.a., an AI token), that can be […]
January 31, 2018

FCI and cleverDome Team Up to Thwart Cyber Threats

FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
January 23, 2018

First-of-its-Kind Student Competition to Take Place at the 2018 T3 Advisor Conference Feb. 6-9 in Ft. Lauderdale

Financial advisory firms hoping to meet the next generation of talent will find just what they are looking for at this year’s T3 Advisor Conference. Not […]
January 19, 2018

When is real innovation in the mortgage industry going to begin?

The future of mortgage lending holds tremendous promise, but today’s industry vision for how to leverage emerging technology is far too fixated on cost reduction to […]
December 19, 2017

IBM Announces Q Network to Accelerate Quantum Computing

IBM announced the first clients to tap into its IBM Q early-access commercial quantum computing systems to explore practical applications important to business and science. These […]
December 11, 2017

Regal Assets Adds Crypto Currency to Growing Product Line for U.S. Individual Retirement Accounts

Regal Assets LLC, a leader in the Gold IRA space, has now added Bitcoin, Ethereum, Litecoin, Bitcoin Cash, Ethereum Classic, Ripple and Dash to its growing […]
December 4, 2017

RightCapital and Envestnet | Tamarac Announce Integration

RightCapital and Envestnet | Tamarac announced a new integration. RIAs who use RightCapital to help their investor clients with financial and tax planning now will be […]