May 26, 2023

tru Independence selects Lumiant and Advyzon for their new EAS Platform

tru Independence, a $9 billion national independent advisory community, announced the launch of truView, which will power a new Experience As a Service (EAS) platform. tru […]
May 19, 2023

Income Lab, the retirement income management software provider, launches Retirement Stress Test tool for Financial Advisors

Income Lab, a provider of retirement income management software, has announced the launch of a new tool for stress-testing retirement income plans. Designed for financial advisors, […]
May 19, 2023

FMG Enhances Offering, Spurring Growth

 FMG Suite, an SaaS company specializing in marketing content, automation, and websites for financial advisors, has announced that it has achieved 400% growth of its enterprise […]
May 16, 2023

Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms

TradePMR, a technology and custodial services provider for registered investment advisers (RIAs), announced an expanded technology integration with Advyzon, an all-in-one, cloud-based financial advisor technology platform. The integration is […]
May 3, 2023

Michael Kitces and Shawna Ohm Get Real at the T3 Conference in Tampa

Everything you (n)ever wanted to know about Michael Kitces’ iconic blue shirt, presentation logic and topics for
March 28, 2023

GeoWealth Acquires First Ascent, Combining Platforms to Provide a Tech-Forward, Full-Service TAMP

It’s no secret that the independent RIA channel has been growing at a feverish pace in recent years. In fact, McKinsey reports that more than 700 […]
March 22, 2023

Absolute Engagement Launches Engagement Technology

Powered by decades of insights from financial advisors, Julie Littlechild launches the Absolute Engagement Engine, a fintech solution that drives personalized engagement at scale
March 15, 2023

Mark Hurley Speaks at T3 Conference in Tampa

While at the T3 Conference in Tampa today, Mark Hurley, CEO of Digital Privacy & Protection, LLC, spoke on cyber threats and client wealth and wellbeing.
March 15, 2023

New Report Highlights How Next Best Action Technology Enables Wealth Managers to Deliver Personalized Advice at Scale and Reduce Time Spent on Meeting Prep by 40%

ForwardLane details how such technologies help to supercharge advisor productivity by leveraging existing data more effectively to create customized reports and insights for each client
March 15, 2023

Envestnet Enhances MoneyGuide Platform to Drive the Future of Digital Financial Planning

New Envestnet | MoneyGuide Generational Release Creates Even More Personalized & Seamless Financial Planning Experiences, at a Time When They're Needed Most