September 9, 2019
I recently had the pleasure of attending the 10th annual TD Ameritrade Tech LINC, formerly known as the TD Ameritrade Institutional Technology Summit. TD Ameritrade was […]
August 27, 2019
RIA in a Box announced that its MyRIACompliance software now integrates with SS&C’s Black Diamond® Wealth Platform. The integration allows joint clients to automate the compliance […]
August 13, 2019
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, announced that it has received an additional round of funding […]
August 2, 2019
This is a story about one of the most successful branding campaigns in history and a critical lesson financial advisors everywhere should heed. It was the […]
July 17, 2019
Refinitiv today announced a strategic partnership agreement with Appway, a provider of leading client onboarding solutions, to fully integrate their suite of onboarding capabilities on the […]
July 16, 2019
Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]
July 11, 2019
Orion Advisor Services, LLC (“Orion”), a leading portfolio management solution provider for registered investment advisors, announced today it has acquired Advizr, Inc., a financial planning and […]
July 1, 2019
Oranj has taken the next step in their quest to help advisors spend less time managing and more time advising clients through simple, yet elegant and […]
June 28, 2019
RightCapital, a next-generation financial planning tool that provides advisors with the ability to create custom, comprehensive financial plans, has integrated with CircleBlack, a wealth management platform […]
June 27, 2019
Attending any RIA custodian or independent broker/dealer conference as a technology reporter is always a hit or miss affair. Every year, you can count on these […]
June 26, 2019
Real Wealth® Marketing and Redtail Technology now seamlessly integrate with the click of a button. “We are excited for this integration and are proud to be […]
June 25, 2019
Harness Wealth, a New York-based WealthTech business focused on giving individuals access to the best financial advice, will open its platform to the public today. By […]
June 21, 2019
Envestnet | Tamarac announced that digital account-opening services for independent registered investment advisors (RIAs) are now widely available through TD Ameritrade Institutional and Schwab Advisor Services™, […]