Posts

June 29, 2020
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Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

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 […]
June 25, 2020
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55ip & Robertson Stephens Wealth Management Partner to Provide Tax-Smart Investment Solutions

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’ […]
June 25, 2020
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FinMason Launches Accessible Muni Bond Analytics

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 […]
June 25, 2020
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OWL Analytics Partners with FinMason to Deliver ESG Ratings

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 […]
June 18, 2020
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LPL FINANCIAL EXPANDS SERVICE CAPABILITIES

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 […]
June 16, 2020
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TD Ameritrade Institutional Launches Online Tool that Matches RIAs with M&A Opportunities, Successors and Next Gen Talent

New RIAConnect platform makes it easy — and free — for independent RIAs to explore potential deals and find top talent through a virtual community Even […]
June 11, 2020
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AdvisorPeak Enhances Investment Analytics for RIAs

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 […]
June 10, 2020

Financial Planning Magazine: Get the Story Right

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 […]
June 10, 2020
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Tegra118 Makes First Strategic Acquisition with Purchase of Retirement Income Planning Software Provider RetireUp

Tegra118, a provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced its […]
June 9, 2020
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Act Analytics and Black Diamond Announce ESG Technology Integration

~ 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 […]