November 19, 2024
Robinhood Markets, Inc. has entered into an agreement to acquire TradePMR, a custodial and portfolio management platform for Registered Investment Advisors (RIAs). With over 25 years […]
October 22, 2024
Advyzon Investment Management (AIM) and Syntax Data announced a partnership that will provide financial advisors with the ability to produce highly customized financial portfolios at scale. […]
October 15, 2024
Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announced the firm’s latest investments in cutting-edge programs and tools […]
October 10, 2024
In a landmark move to transform the wealth management industry, Lighthouse Wealth Tech Labs (Lighthouse), a new solutions incubator by the founders of Beacon Strategies, LLC (Beacon), a […]
October 8, 2024
CapIntel, a leading proposal generation and client engagement platform, and FactSet, a global financial digital platform and enterprise solutions provider, have entered a strategic partnership to enhance […]
October 7, 2024
As independent advisors continue to add new clients and grow share of wallet, automated custodial solution helps streamline onboarding processes TradePMR, a technology and custodial services […]
September 24, 2024
Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the […]
September 12, 2024
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, was named the winner of the ‘Model Marketplaces’ […]
August 27, 2024
The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research series called Vantage Point Peaks, which provides in-depth reports and […]
August 20, 2024
TradePMR announced the additions of four industry veterans to its already robust technology team. The strategic new hires come aboard at a pivotal time to support […]
August 14, 2024
Advyzon announced that Samantha Schwimmer has joined the team as Chief Marketing Officer. With nearly 15 years of experience in the financial services industry, Schwimmer brings […]
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 […]