October 14, 2019
Fiduciary financial advisors should own the 401(k) market. There are still way too many high cost plans out there that have hidden fees, a sub-optimal line-up […]
October 29, 2019
Aivante, a leading provider of health and wealthanalytics, today announced the availability of a new whitepaper, How Medicare Means Testing and Tax-Deferred Savings Threatens Retirement Security, […]
October 28, 2019
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has named three new board members : · Marty Bicknell […]
October 28, 2019
Cetera today announced its participation at the T3 Enterprise Conference, reaffirming its deep commitment to helping the industry understand the challenges and opportunities associated with broad-based […]
October 28, 2019
PlanPlus Global today at the T3 Enterprise Conference taking place in Ft. Lauderdale announced the launch of its new goal-based planning module, ProPlanner — further enhancing […]
October 28, 2019
BidMoni, Inc., an SEC-Registered Investment Advisor providing technology to the employer sponsored retirement plan market, has been selected to present at the 2019 T3 Enterprise Conference […]
October 25, 2019
Monday, October 21, 2019 will be marked as one of the most difficult days in the 30+ year history of United Planners. The Executive Management Team had […]
October 22, 2019
Timelineapp Tech Limited today announced the integration of Timeline, its retirement income software, with SS&C’s Black Diamond® Wealth Platform. The integration enables Timeline users to efficiently import […]
October 15, 2019
Bob Veres (www.BobVeres.com) and Joel Bruckenstein (www.JoelBruckenstein.com) have announced that their annual software survey is now open. For the past few years, Veres and Bruckenstein have […]
October 14, 2019
Fiduciary financial advisors should own the 401(k) market. There are still way too many high cost plans out there that have hidden fees, a sub-optimal line-up […]
October 9, 2019
Technology platform Say and post trade processing company InteliClear announced that they will integrate Say’s shareholder communications platform with InteliClear’s back-office brokerage operations technology. As part […]
September 27, 2019
MaxMyInterest (“Max”), an intelligent cash management platform for individual investors and financial advisors, has expanded its relationship with Radius Bank, an industry-leading digital bank, to launch […]
September 26, 2019
Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, today announced the launch […]