August 3, 2020

Riskalyze Selects Rowboat Advisors for “Intelligent Tax Optimization” Technology Development

Rowboat Advisors, a technology development company specializing in investing software, announced today that Riskalyze, the industry’s leading risk alignment technology firm, has selected Rowboat Advisors’ tax-efficient […]
July 27, 2020
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La Meer Inc. offers solution for Regulation Best Interest Compliance

Silicon Valley, CA based financial technology firm La Meer Inc (www.lameerinc.com) has launched a solution for the SEC’s Regulation Best Interest for Wealth Management.  Regulation Best […]
July 27, 2020
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Apex Clearing Now Fully Integrated with Orion to Enhance Account Opening Process

Apex Clearing, the digital custody and clearing engine, has announced the launch of a new integration with Orion Advisor Solutions, a premier provider of the tech-enabled […]
July 10, 2020
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AdvicePay and Envestnet | MoneyGuide Announce Technology Integration

Fee-for-service payments platform now integrated directly into industry-leading financial planning software system Bozeman, MT, July 10, 2020 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial […]
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 […]