November 16, 2020
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Lifeworks Advisors Receives Strategic Investment from Mariner Wealth Advisors’ CEO Marty Bicknell, Valuing the Company at $15 Million

Bicknell invests $1.8 million, joins Lifeworks Advisors’ Board  Lifeworks Advisors, a growth oriented independent RIA firm, announced today that the company has received a strategic investment […]
October 29, 2020
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LPL Acquires Fintech Firm Blaze Portfolio

Deal Could Really Move the Needle for LPL LPL Financial Holdings Inc. (Nasdaq: LPLA), the parent corporation of leading retail investment advisory firm and independent broker/dealer […]
October 20, 2020
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BodesWell.io Graduates from FinMason Accelerator to Become Official Partner

FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that BodesWell.io, a self-service financial planning company, has selected FinMason […]
September 29, 2020
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FinMason Reaches “20 Million Portfolios Analyzed” Milestone

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced it has analyzed over 20 million portfolios […]
September 29, 2020
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Act Analytics Launches “ESG News Analytics” Tool to Monitor ESG Investing Factors and Events

Act Analytics, an innovative ESG-based investment analytics technology platform, today announced the release of an ESG News Analytics solution that monitors ESG events for publicly traded […]
September 25, 2020
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RightCapital, Inc. and Allianz Life Insurance Company of North America announced their new partnership.

This partnership enables advisors working with Allianz Life to easily illustrate the impact of various annuity outcomes within a financial plan. RightCapital’s  software integrates seamlessly with […]
September 25, 2020
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Assurant Executor Assist Enables Advisors to Deliver Added Value and Build “Next Generation” Relationships through Identity Theft Protection

Launch of online self-serve solution takes guess work out of settling an estate for executors and families Assurant, Inc. (NYSE: AIZ), an industry leader in senior […]
September 23, 2020
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Franklin Templeton Launches Goals Optimization Engine

Software to Be Delivered Via AdvisorEngine and Others Franklin Templeton has announced the introduction of its proprietary Goals Optimization Engine, or GOETM. The global offering provides […]
September 23, 2020
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Envestnet | Tamarac Strengthens Cash Management Capabilities for RIAs, Forging Integration with Flourish

Data Feed from Flourish Cash is Among the Latest Set of Tech Updates to Tamarac Suite Envestnet, Inc. (NYSE: ENV) has announced that the Envestnet | Tamarac wealth […]
September 10, 2020

Shareholders Service Group (SSG) Inks Preferred Pricing Deal with Panoramix

Panoramix, an advisor technology platform, and Shareholders Service Group (SSG), an independent RIA custodian, have announced a new technology partnership that will provide RIAs working with […]