September 11, 2023

T3 / Inside Information Tech Survey 2023 Open Now

This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
September 6, 2023

RiXtrema Announces AdvisorAI and 401kAI for Financial Advisors, Plan Advisors

RiXtrema announced two groundbreaking AI-driven productivity tools: AdvisorAI™ and 401kAI™. AdvisorAI and 401kAI incorporate powerful data capabilities that allow subscribers to rapidly gather pertinent information, get […]
August 22, 2023

Kwanti Announces Tax Portfolio Analysis and Advanced Model Tracking

Kwanti announced two new enhancements to their platform, including Tax Drag Analysis, which allows advisors to identify hidden portfolio expenses and tax liability. “Investing involves many […]
August 16, 2023

Advyzon Investment Management (AIM) Adds Fidelity, Alpha Vee Solutions, KKM Financial, and Zacks

Advyzon Investment Management (AIM) added multiple new asset managers to their platform, including Fidelity Investments, Alpha Vee Solutions, KKM Financial, and Zacks Investment Management. “My team […]
August 9, 2023

Some Lessons from the 2023 Schwab RIA Benchmarking Study

In my experience, if you ask a room full of advisors to raise their hands if they think their firm is above average, roughly 80-90% of […]
August 9, 2023

LPL Focus Conference is Underway

Themes of optimism and opportunity are front and center at Focus as the need for personalized financial advice grows and LPL unveils several new initiatives to […]
July 20, 2023

The Oasis Group Announces Launch of Online Training Platform

Developed by industry veteran John O’Connell, the training courses are built to provide in-depth, educational information about wealth management industry segments, revenue processes, technology, and more. […]
July 17, 2023

Ezra Group hosts webinar on AI/ML Transformation in the Wealth Management Industry

The upcoming Ezra Group webinar, From Data to Dollars: How AI Transforms Wealth Management, is happening Tuesday, July 25, 2023, at 2:00 p.m. Eastern Time (ET). […]
June 14, 2023

Trucendent and NetLaw Announce Strategic Relationship to Deliver an Integrated Approach to Estate Planning via the Envestnet Financial Wellness Ecosystem to Financial Advisors

Trucendent, a technology firm dedicated to improving estate planning for advisors and their clients, and NetLaw, a law tech company powering estate planning services from a national […]
June 8, 2023

BNY Mellon’s Pershing X Unveils Its New Wove Wealth Management Platform

BNY Mellon’s Pershing X, a technology provider within BNY, debuted Wove recently at the Insite Conference, wealth management platform that integrates the technology tools advisors use into a […]
June 8, 2023

Schwab Delivers Enhanced Direct Indexing Capabilities to RIAs

Schwab adds a digitized experience to Schwab Personalized Indexing™ for advisors and new ways to personalize client portfolios Registered Investment Advisor (RIA) clients of Charles Schwab […]
June 5, 2023

TradePMR Launches Advisor Evolution Sciences for Financial Advisors

The curated program delivers knowledge, skills, and insights from recognized thought leaders to registered investment advisors working with TradePMR. TradePMR, a technology and custodial services provider […]
June 5, 2023

TradePMR Releases Reimagined Fusion Technology Platform

Featuring a streamlined user experience, new basket trading capabilities and an enhanced communication system. TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), […]