June 5, 2020

It Looks Like the Schwab/TD Ameritrade Merger is a Done Deal

By Joel Bruckenstein, CFP It appears that the Schwab and TD Ameritrade merger is a done deal. The Department of Justice has signed off on the […]
May 26, 2020
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‘Envestnet Connect’ Creates Deeper Digital Advisor/Client Relationships Through Partnership with AdvisorStream & Apprise Labs

Envestnet, Inc. (NYSE: ENV) has unveiled Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned […]
May 21, 2020
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Smarsh Acquires Entreda, Leader in Cybersecurity Risk and Compliance Software for Wealth Management Industry

Smarsh®, has announced the acquisition of Entreda, a developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will […]
May 21, 2020
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K1 Enters Agreement to Sell FMG Suite to Aurora

 K1 Investment Management, LLC (“K1) has announced it has entered into a definitive agreement to sell FMG Suite, LLC (“FMG Suite”), a provider of cloud-based marketing automation software for […]
May 19, 2020
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LPL Advisors Now Have Access to AdvicePay

LPL Financial, LLC, a leading retail investment advisory firm, RIA custodian and independent broker-dealer, has announced that LPL advisors now have access to AdvicePay, a leading […]
May 18, 2020
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Oranj Adds Income-Focused Mutual Funds to its Platform for Financial Advisors

Pacific Funds join the growing list of asset managers on Oranj’s custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client […]
May 18, 2020
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FinMason Launches Accessible Fixed Income Analytics

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the first phase of […]
May 15, 2020
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Goldman Sachs Buys Folio

What it means for RIA’s Goldman Sachs continued its move into the RIA business with the acquisition of Folio. Much has already been written in the […]
May 14, 2020
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Smartleaf Launches New Direct Indexes with IDX Insights Partnership

Smartleaf announced today it is partnering with IDX Insights to provide Smartleaf clients access to additional direct index models in the major equity asset classes, beginning with US […]
May 13, 2020
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TradingFront Partners with Interactive Brokers to Launch Next-Gen, All-In-One Digital RIA Platform

Unified system will provide a powerful, end-to-end, digital account opening, trading, rebalancing, CRM, reporting and client engagement platform to power RIA growth and profitability. TradingFront, working […]
May 8, 2020
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Charles Schwab Purchases Motif’s Technology Capabilities

The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in […]
May 8, 2020
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AdvicePay Launches “Offices” To Streamline Multi-Branch Enterprises Scaling Fee-For-Service Advice Billing

AdvicePay, a fee-payment-processing platform designed exclusively for financial advisors, announced today the launch of a new powerful management and administration capability, Offices, to enable Enterprises to […]
May 7, 2020
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LifeYield’s Advantage Suite® Upgrades Spotlight Social Security Planning and Control in a Storm-Tossed Market

New enhancements visualize retirement income needs and integrate outsourced investment models with tax-efficiency tech In a volatility-wracked market, nothing is more valuable to financial advisors and […]