May 30, 2019
No matter where you sit, technology is a major part of our lives, both personal and professional. The decisions about what we use and how we […]
May 7, 2019
Jemstep, a leading digital advice solutions provider, announced the launch of the Jemstep Advisor Pro App on Salesforce AppExchange, the world’s leading enterprise cloud marketplace. Jemstep […]
May 2, 2019
The CFP Board Center for Financial Planning and Envestnet announced a new scholarship to support individuals looking to become CERTIFIED FINANCIAL PLANNER™ professionals. The Envestnet Scholarship provides […]
April 26, 2019
TradePMR, a technology and custodial services provider, is rolling out new augmented reality technology for advisor recruitment. The technology, which blends virtual objects with real-world settings, […]
April 23, 2019
A year of major acquisitions from the biggest names in the fintech space has been a gut check for many advisors. As they pay increasing attention […]
April 17, 2019
Invent.us (INVENT), a software development consulting firm, and Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced a new strategic partnership for […]
April 9, 2019
Envestnet introduced the Envestnet Credit Exchange, a program that integrates lending solutions into the wealth management process on the Envestnet platform. Envestnet has partnered with Advisor […]
March 29, 2019
By now, you’ve probably read several summaries of the recent T3 Advisor Conference in Denton, TX—and chances are, you were still left scratching your head. That’s […]
March 28, 2019
Workplace by OS33 has joined alongside Pershing, Fidelity and Broadridge as an Ambassador Sponsor of FSI. In addition, Workplace by OS33 has agreed to be an […]
March 21, 2019
Did you know that statistically speaking, at least some of your online data or login credentials were probably stolen last year? The compromised passwords might no […]
March 19, 2019
ATA RiskStation™, a comprehensive portfolio risk oversight technology for financial advisors and compliance professionals, and Fusion Capital Management, a premier advisor platform providing a turnkey asset […]
March 14, 2019
Envestnet, the provider of unified wealth management technology and products to financial advisors and institutions today announced that they are purchasing PIEtech, Inc., the developer of […]
March 13, 2019
Oranj, the industry’s first free, end-to-end wealth management software, and PIEtech, Inc., creator of MoneyGuidePro®, today announced a strategic integration that unites Oranj’s award-winning account aggregation […]