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 […]
August 13, 2024
FusionIQ announced a mutual referral agreement with interVal. The collaboration is expected to create significant synergy that will transform how financial advisors leverage wealthtech to deliver […]
August 13, 2024
The first full day of LPL Financial LLC’s annual flagship conference, Focus 2024, is under way at the San Diego Convention Center today. Renowned throughout the wealth management […]
August 12, 2024
Innovayte and Advyzon announced the launch of their groundbreaking, state-of-the-art platform and model marketplace. For Innovayte, Advyzon has created its first and only custodial back-end platform. The […]
August 5, 2024
Furthering its commitment to serving wealth management firms of all sizes, Fidelity Investments today announced two new technology offerings developed specifically for smaller and mid-sized registered […]
July 18, 2024
The Oasis Group released their AI WealthTech Map, a resource that financial advisors and wealth management firms can use to discover leading artificial intelligence solutions and […]
July 17, 2024
Continuing its ongoing platform innovation in support of independent advisors, TradePMR today announced several enhancements to its integration with Advyzon, the comprehensive wealth management technology and investment management platform […]
July 16, 2024
Powered by YourStake, Broadridge will enable advisors to offer hyper-personalized data-driven insights aligned to investors’ core values Broadridge Financial Solutions, Inc. (NYSE:BR) has announced a strategic enhancement […]
July 16, 2024
FinServ Foundation, a 501(c)(3) nonprofit dedicated to fostering talent in the financial services sector, has announced the appointment of two esteemed professionals to its board of […]
July 12, 2024
Envestnet, Inc. (NYSE: ENV) (“the Company” or “Envestnet”), a leading provider of integrated technology, intelligent data and wealth solutions, has announced that it has entered into […]
July 10, 2024
Fintech consultant and T3 friend, Craig Iskowitz, CEO of Ezra Group, is hosting this upcoming webinar Moneyball for AI: How Wealth Management Firms Can Get The […]
July 9, 2024
Nitrogen (formerly Riskalyze), announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The […]
July 9, 2024
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently announced a partnership with FINIAT, a leading […]