June 9, 2023
A multi-custodial, open architecture operating system By Joel Bruckenstein, CFP In an era of rapid technological advancements and evolving investor expectations, Pershing X, a fintech business […]
June 27, 2024
Forty-three percent of registered investment advisors (RIAs) are asking for better marketing capabilities, according to recent research from Advisor360°. Now, financial advisors using Advisor360°’s integrated suite of […]
June 27, 2024
Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, has just released “What’s Going On With Assets in […]
June 26, 2024
Orion announced the availability of standalone solutions and a new bundled offering to provide advisors unparalleled flexibility. Orion’s new à la carte and bundled offerings allow […]
June 26, 2024
BlackRock announced a strategic partnership with financial technology firm GeoWealth expanding BlackRock’s capabilities to meet client needs in the $37 trillion U.S. wealth market. Through the […]
June 20, 2024
Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively “AssetMark”), announced a strategic alliance with Morningstar Wealth, a […]
June 18, 2024
MyVest, a leading provider of enterprise wealth management technology, has partnered with Income Discovery, a leading enterprise grade retirement income platform, to enable personalized, tax-smart withdrawals […]
June 13, 2024
Advyzon announced the dates and location of the second annual Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in […]
June 10, 2024
YourStake announced a collaboration with Apex Fintech Solutions Inc. (“Apex”), the innovation platform to the global investment ecosystem, to provide APIs for the next generation of AI-first […]
June 5, 2024
Envestnet a leading provider of integrated technology, data intelligence and wealth solutions, is deepening relationships with BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors. Envestnet […]
June 5, 2024
Vestwell announced an expanded distribution of J.P. Morgan Asset Management’s Everyday 401(k). J.P. Morgan’s workplace savings platform for small businesses will continue to be offered through […]
June 4, 2024
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, announced today the hiring of Scott Smith as […]
May 29, 2024
PureFacts Financial Solutions, a leader in revenue management, fees calculation, incentive compensation and insights for the asset and wealth management sector, announced today it has selected BridgeFT‘s […]