This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
The alternative investment platform will now service Fund Formation Group clients, and founder Thomas Haynes will join GLASfunds as Director of Business Development.
FP Alpha, an AI-driven advanced planning platform for financial advisors, has announced the release of their new P&C Snapshot, a first of its kind tool that […]
By Joel Bruckenstein, CFP After almost three years of fending off naysayers, Schwab has completed the transition of over 3.6 million RIA managed accounts on the […]
RiXtrema announced two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. AdvisorAI and 401kAI incorporate powerful data capabilities that allow subscribers to rapidly gather pertinent information, get […]
Kwanti announced two new enhancements to their platform, including Tax Drag Analysis, which allows advisors to identify hidden portfolio expenses and tax liability. “Investing involves many […]
Advyzon Investment Management (AIM) added multiple new asset managers to their platform, including Fidelity Investments, Alpha Vee Solutions, KKM Financial, and Zacks Investment Management. “My team […]
By Joel Bruckenstein, CFP With so much of the market’s attention focuses on the outcome of the upcoming transfer of TD Ameritrade accounts to the Schwab […]