May 3, 2023
Everything you (n)ever wanted to know about Michael Kitces’ iconic blue shirt, presentation logic and topics for Kitces.com
May 21, 2024
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently added multiple new asset managers and strategists […]
May 14, 2024
By Joel Bruckenstein, CFP RIA custodian TradePMR has scored a major coup, signing industry veteran Jon Patullo on as Chief Product Officer. Patullo brings a unique […]
April 16, 2024
Buckler, a premier provider of Cyber Program Management Solutions for the financial services industry, has announced the appointment of Scott Smith as its new Chief Executive Officer (CEO) […]
April 2, 2024
The acquisition enhances iCapital’s operating system and data management capabilities and expands its solutions for the wealth management industry. iCapital, an alternative investment marketplace for the […]
April 2, 2024
Creating, funding and implementing a financial plan and related investment strategies are all connected within one platform, unifying the advisor and client experience AdvisorEngine has released […]
March 5, 2024
Strategic acquisition of SKY empowers F2 Strategy to enrich its solutions for financial services firms F2 Strategy (“F2”), a wealth management technology services company, has announced the […]
March 5, 2024
The new features help eMoney advisors capture AdvicePay’s planning invoices directly in the client’s eMoney vault. AdvicePay, a platform for processing payments and overseeing compliance of […]
March 5, 2024
Partnership will provide a seamless way for advisors to add video to their FMG websites Idea Decanter, a video marketing agency that helps financial advisors write, […]
March 5, 2024
Advyzon announced two new additions to the executive team, Kartik Srinivasan as President of Advyzon Institutional and Dave Goes as President of Enterprise Sales. These hires […]
March 5, 2024
Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
February 27, 2024
Listen to this special conference compilation podcast episode recorded live in the T3 Podcast Station, powered by LPL Financial, at the 2024 T3 Technology Tools for Today Advisor Conference […]
February 22, 2024
Award-winning fintech platform Advyzon announced a new custody and retail investment infrastructure integration with Apex Advisor Solutions. The collaboration was announced during the inaugural Advyzon Conference, […]