September 11, 2023
This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
September 6, 2023
RiXtrema announced two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. AdvisorAI and 401kAI incorporate powerful data capabilities that allow subscribers to rapidly gather pertinent information, get […]
August 22, 2023
Kwanti announced two new enhancements to their platform, including Tax Drag Analysis, which allows advisors to identify hidden portfolio expenses and tax liability. “Investing involves many […]
August 16, 2023
Advyzon Investment Management (AIM) added multiple new asset managers to their platform, including Fidelity Investments, Alpha Vee Solutions, KKM Financial, and Zacks Investment Management. “My team […]
August 9, 2023
In my experience, if you ask a room full of advisors to raise their hands if they think their firm is above average, roughly 80-90% of […]
August 9, 2023
Themes of optimism and opportunity are front and center at Focus as the need for personalized financial advice grows and LPL unveils several new initiatives to […]
July 20, 2023
Developed by industry veteran John O’Connell, the training courses are built to provide in-depth, educational information about wealth management industry segments, revenue processes, technology, and more. […]
July 17, 2023
The upcoming Ezra Group webinar, From Data to Dollars: How AI Transforms Wealth Management, is happening Tuesday, July 25, 2023, at 2:00 p.m. Eastern Time (ET). […]
June 14, 2023
Trucendent, a technology firm dedicated to improving estate planning for advisors and their clients, and NetLaw, a law tech company powering estate planning services from a national […]
June 8, 2023
BNY Mellon’s Pershing X, a technology provider within BNY, debuted Wove recently at the Insite Conference, wealth management platform that integrates the technology tools advisors use into a […]
June 8, 2023
Schwab adds a digitized experience to Schwab Personalized Indexing™ for advisors and new ways to personalize client portfolios Registered Investment Advisor (RIA) clients of Charles Schwab […]
June 5, 2023
The curated program delivers knowledge, skills, and insights from recognized thought leaders to registered investment advisors working with TradePMR. TradePMR, a technology and custodial services provider […]
June 5, 2023
Featuring a streamlined user experience, new basket trading capabilities and an enhanced communication system. TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), […]