October 31, 2019

Andes Wealth Technologies Launches the Google Maps for Financial Advisors

Andes Wealth Technologies, where behavioral finance meets analytics, announced that California-based Registered Investment Advisor (RIA), Slow Capital, Inc., has gone live on its modern platform for […]
October 30, 2019

Timeline Retirement Income Software Integrates with Morningstar ByAllAccounts For Investment Data Aggregation

Timelineapp Tech Limited (Timeline), a fintech company that provides next-generation retirement income software, and Morningstar® ByAllAccounts®, the award-winning data aggregation service, announced an integration that gives […]
October 29, 2019

Laserfiche Announces Laserfiche Vault, Solution Package to Support Broker Dealer Firms with SEC Compliance

Laserfiche, a leading global provider of intelligent content management and business process automation, announced the launch of Laserfiche Vault. Specifically designed for the financial services industry, […]
October 29, 2019

Aivante Releases New White Paper on How Medicare “Means Testing” Threatens Retirement Security

Aivante, a leading provider of health and wealthanalytics, today announced the availability of a new whitepaper, How Medicare Means Testing and Tax-Deferred Savings Threatens Retirement Security, […]
October 28, 2019

Snappy Kraken Names Riskalyze, Mariner Wealth Executives to Board of Directors

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has named three new board members : · Marty Bicknell […]
October 28, 2019

Cetera Discusses Future of Innovation in Wealth Management at T3 Enterprise Conference

Cetera today announced its participation at the T3 Enterprise Conference, reaffirming its deep commitment to helping the industry understand the challenges and opportunities associated with broad-based […]
October 28, 2019

PlanPlus Global Launches New Goal-Based Planning Module at T3 Enterprise Conference in Ft. Lauderdale

PlanPlus Global today at the T3 Enterprise Conference taking place in Ft. Lauderdale announced the launch of its new goal-based planning module, ProPlanner — further enhancing […]
October 28, 2019

BidMoni Selected to Demo its FiduciaryShield 401(k) Marketplace at T3 Enterprise Conference

BidMoni, Inc., an SEC-Registered Investment Advisor providing technology to the employer sponsored retirement plan market, has been selected to present at the 2019 T3 Enterprise Conference […]
October 25, 2019

Dave Shindel, CEO & General Partner of United Planners Passes Away at Age 65

Monday, October 21, 2019 will be marked as one of the most difficult days in the 30+ year history of United Planners. The Executive Management Team had […]
October 22, 2019

Timeline Retirement Income Software Integrates with SS&C’s Black Diamond® Wealth Platform to Power Robust Retirement Plans

Timelineapp Tech Limited today announced the integration of Timeline, its retirement income software, with SS&C’s Black Diamond® Wealth Platform. The integration enables Timeline users to efficiently import […]