Posts

March 31, 2020
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Envestnet Announces Leadership Appointments

The Board of Directors of Envestnet, Inc. announced today the following leadership appointments, effective immediately: William Crager as Chief Executive Officer of Envestnet, Inc. Stuart DePina […]
March 27, 2020

Top 6 Mistakes Advisors Make When Working from Home – and How to Avoid Them

Generally speaking, financial advisors and the firms that serve them have done a tremendous job of responding to the COVID-19 crisis. Although many of us are […]
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 17, 2020

There’s Change Afoot at Pershing: New Leadership Charts Course, Adds Subscription Model

As Mark Tibergien gets ready to hand over the leadership of Pershing’s RIA business to his protégé Ben Harrison, there is change afoot at Pershing. The […]
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 […]
March 2, 2020

Navigating Compliance as a Financial Advisor

In a world where phones, computers, and the internet are a core part of our daily lives, there is no questioning the power of digital marketing […]
February 26, 2020

New Intel and Marketing Solutions Revealed at T3 in San Diego

In the 2020 T3/Inside Information Software Survey for Financial Advisors — which with 5175 valid responses is the largest survey of its kind — released at […]