April 15, 2021
A Simple, Elegant Solution to the Roth Conversion Calculation By Joel Bruckenstein, CFP Although we have a reprieve until May this year, April 15th is traditionally […]
March 1, 2021
Andes Wealth Technologies, an innovator in advisor technology, recently announced a new integration with SS&C Technologies’ Black Diamond® Wealth Platform. Andes Wealth Technologies is the first […]
February 26, 2021
Smarsh® recently released its 10th Annual Risk & Compliance Survey Report, capturing the responses of more than 100 compliance professionals in the financial services industry. The […]
January 26, 2021
Award-winning software created by financial planners announces new “Tax Prep Letter” feature Holistiplan, a tax planning software that helps advisors scale the process of reviewing a […]
January 26, 2021
Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution MaxMyInterest (“Max”), a provider of innovative cash management […]
January 25, 2021
National Guardian Life Insurance Company (NGL) has announced the acquisition of Everplans, a New York City-based digital life-planning and organization company. Everplans will remain a separate […]
January 21, 2021
‘Boot camp’ events, expertise networks and pricing deals create new advantages for advisors considering independence. Orion Advisor Solutions, a premier provider of the tech-enabled fiduciary framework […]
January 14, 2021
New feature will enable advisors to parallel process data-intensive workflows, creating powerful efficiencies and saving time Panoramix, an advisor technology platform focused on performance reporting and […]
December 16, 2020
FinMason will Redistribute OWL Analytics’ ESG data via Proprietary API FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, has announced […]
December 16, 2020
Vise, the all-in-one AI-powered investment management platform for independent advisory practices to build and manage portfolios, today announced the close of its $45 million Series B […]
December 14, 2020
Massachusetts Mutual Life Insurance Company (MassMutual) and Stone Ridge Asset Management (Stone Ridge), an asset manager with more than $10 billion in assets under management (AUM) that […]
December 7, 2020
Fidelity Adds Multi-Account Opening, Multi-TOA (Transfer-of-Assets) Capabilities and More to its Fully Digital Onboarding Experience Fidelity Expands Digital Service Tools, Leveraging the Power of its Deep […]
December 7, 2020
~ Innovative, AI-driven technology synchronizes the RIA and Custodian technology stack to automate over 100 common workflows and tasks; Brings efficiencies, scale and cost savings across […]