February 21, 2020
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Envestnet Offers a “New Playbook” for Advising Gens Y & Z

Over 3 decades, economic changes have reshaped the financial lives and dreams of young Americans, impacting Millennials the hardest. In this new white paper, written by […]
February 20, 2020
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E*TRADE Acquired by Morgan Stanley

Morgan Stanley and E*TRADE Financial Corporation have entered into a definitive agreement under which Morgan Stanley will acquire E*TRADE, a leading financial services company and pioneer […]
February 20, 2020
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Financial Industry to Give Consumers More Control Over Their Data

To give consumers more control over their data, FMR LLC, the parent company of Fidelity Investments, today announced the spin-off of Akoya℠ as an independent company that will be jointly […]
February 19, 2020
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Financial Advisor Software Survey Results Unveiled at T3 Conference in San Diego

In the largest survey of its type in the industry, Bob Veres (www.bobveres.com) and Joel Bruckenstein (www.joelbruckenstein.com) shed new light on the market share of most […]
February 19, 2020
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Advice Systems, Inc. Unveils AI Driven Automated Personal Financial Advice Software at the 2020 T3 Advisor Conference

Advice System Inc. (ASI), an early stage personal financial technology company, unveiled its flagship product, Intelligent Decision Tools™ (IDT), a new and unique category of personal […]
February 19, 2020
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Motive Partners Acquires Majority Interest of Fiserv Investment Services Business, Unveils Rebrand and Growth Vision

Motive Partners, a specialist private equity firm focused on technology-enabled business and financial services companies, today announced the closing of its previously announced transaction with Fiserv, […]
February 19, 2020
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Twenty Over Ten Launches Lead Pilot, an Inbound Marketing Solutions for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing

Twenty Over Ten, an industry-leading SaaS company, formally launched Lead Pilot, one of the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. Twenty Over […]
February 19, 2020
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FMG Suite Adds New AI-Powered Content and Announces Record Business Growth

FMG Suite, LLC, a private San Diego-based company delivering a leading cloud-based marketing automation platform for financial service professionals, today announced the addition of Curator™––an artificial […]
February 19, 2020
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Hitting $12B in AUM, Carson Doubles Down on Cutting Tech Costs for Partners

Carson Group, one of the fastest growing financial services firms in the country, announced that as of April 1, 2020, Carson will cover technology costs for […]