May 18, 2021

The Colonial Pipeline Ransomware Attack: A Wake-Up Call for Wealth Managers

Ransomware attacks soared 158% in North America last year and 300% in the US. Ransomware industry growth driven by remote work, inadequate training, and rising cryptocurrency […]
March 22, 2021
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T3 and Inside Information Reveal Results of 2021 Advisor Software Survey

The 2021 T3/Inside Information Software Survey report is now available. This report is a product of months of data analysis by Bob Veres of Inside Information and Joel Bruckenstein of T3. With more than 5,100 respondents, this is by far the most statistically viable report on this important topic in the profession.
March 16, 2021
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Envestnet Acquires Apprise Labs Technology Solutions

Envestnet (NYSE: ENV) announced today it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on […]
March 2, 2021
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Voyant Acquisition Accelerates the AssetMark Financial Wellness Vision

AssetMark Financial Holdings, Inc. (NYSE: AMK) has  announced it will acquire Voyant, a  provider of SaaS-based financial planning and client digital engagement solutions. Voyant serves more […]
March 1, 2021
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Andes Wealth Technologies Announces Integration with SS&C’s Black Diamond Wealth Platform

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
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Smarsh Survey Highlights Regulatory Risks Of Remote Work With Intensified Use Of Digital Communications By Financial Firms

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
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Holistiplan Expands Product to Help Advisors Maximize Year-Round Tax Planning Opportunities

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
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MaxMyInterest Integrates with Redtail Technology

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
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NGL Acquires Everplans, Laying a Foundation for Expansion to Become a Digital Leader in the Insurance and Employee Benefit Landscape

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
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Orion Pledges 2021 War Chest of New Resources, Events for Breakaway Advisors

‘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
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Panoramix Launches “Asynchronous Processing” To Streamline Workflows and Enhance Usability

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
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First Rate Selects FinMason to Deliver Third-Party ESG Data

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
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Vise, AI Powered Investment Platform for Advisors Raises $45 Million Ravi Sequoia’s Gupta Joins Vise’s Board

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 […]