May 20, 2024
By Joel Bruckenstein & Charles Fernandes For those of you unfamiliar with AdvisorEngine, it is a comprehensive wealth management platform providing a suite of technology-based services […]
June 26, 2024
BlackRock announced a strategic partnership with financial technology firm GeoWealth expanding BlackRock’s capabilities to meet client needs in the $37 trillion U.S. wealth market. Through the […]
June 20, 2024
Wealth management platform AssetMark, Inc., a wholly owned subsidiary of AssetMark Financial Holdings, Inc. and a Registered Investment Adviser (collectively “AssetMark”), announced a strategic alliance with Morningstar Wealth, a […]
June 18, 2024
MyVest, a leading provider of enterprise wealth management technology, has partnered with Income Discovery, a leading enterprise grade retirement income platform, to enable personalized, tax-smart withdrawals […]
June 13, 2024
Advyzon announced the dates and location of the second annual Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in […]
June 10, 2024
YourStake announced a collaboration with Apex Fintech Solutions Inc. (“Apex”), the innovation platform to the global investment ecosystem, to provide APIs for the next generation of AI-first […]
June 5, 2024
Envestnet a leading provider of integrated technology, data intelligence and wealth solutions, is deepening relationships with BlackRock, Fidelity Investments, Franklin Templeton, and State Street Global Advisors. Envestnet […]
June 5, 2024
Vestwell announced an expanded distribution of J.P. Morgan Asset Management’s Everyday 401(k). J.P. Morgan’s workplace savings platform for small businesses will continue to be offered through […]
June 4, 2024
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, announced today the hiring of Scott Smith as […]
May 29, 2024
PureFacts Financial Solutions, a leader in revenue management, fees calculation, incentive compensation and insights for the asset and wealth management sector, announced today it has selected BridgeFT‘s […]
May 21, 2024
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently added multiple new asset managers and strategists […]
May 14, 2024
By Joel Bruckenstein, CFP RIA custodian TradePMR has scored a major coup, signing industry veteran Jon Patullo on as Chief Product Officer. Patullo brings a unique […]
April 16, 2024
Buckler, a premier provider of Cyber Program Management Solutions for the financial services industry, has announced the appointment of Scott Smith as its new Chief Executive Officer (CEO) […]