May 3, 2023
Everything you (n)ever wanted to know about Michael Kitces’ iconic blue shirt, presentation logic and topics for Kitces.com
July 8, 2024
Clear Street (“Clear Street,” “the Company”), a cloud-native financial technology firm on a mission to modernize the brokerage ecosystem, is pleased to welcome Edward Tilly to […]
June 27, 2024
RISR announced the successful closure of a $1.5 million capital raise. This seed round, which saw participation from financial services industry titans including Kane Brenan, Angelo Grecco, Kevin Lucey, Scott […]
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 […]