July 11, 2019
Orion Advisor Services, LLC (“Orion”), a leading portfolio management solution provider for registered investment advisors, announced today it has acquired Advizr, Inc., a financial planning and […]
June 14, 2019
BNY Mellon’s Pershing (“Pershing”) announced new solutions designed to help broker-dealers and advisors capitalize on the opportunities in the fast-growing Latin American market. Lockwood Offshore Asset […]
June 6, 2019
Fidelity® Institutional announced that it will launch Fidelity Managed Account XchangeSM (FMAX), a comprehensive wealth management platform that will consist of advisory tools, programs and services, […]
June 5, 2019
TD Ameritrade Institutional Finds Billion-Dollar Standout RIAs Outperform By Investing in Themselves
If you’ve ever wondered how some registered investment advisor (RIA) firms outperform their peers as they amass new clients and assets, it boils down to this: […]
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 21, 2019
Held twice a year for the past 18 years, the Tiburon CEO Summit has become one of the most sought-after tickets in the world of finance. […]
May 14, 2019
TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by Business Intelligence Group. TradePMR was one […]
May 13, 2019
Several industry veterans have joined together to form AdvisorPeak, a new portfolio trading and rebalancing platform focused on the wealth management industry. Damon Deru, founder and former […]
May 10, 2019
Independent Financial Partners (“IFP”), an SEC registered investment advisor and soon-to-be broker-dealer specializing in wealth management and retirement plan consulting, announced that it has entered into […]
May 9, 2019
AdvisorEngine announced that its wholly-owned subsidiary, CRM Software Inc., known as Junxure, is deploying integrations with Orion Advisor Services, Constant Contact and MyRepChat. These integrations will power advisory firms’ marketing and communication […]
May 8, 2019
Morningstar, Inc., a leading provider of independent investment research, introduced the Model Marketplace, a centralized distribution platform that allows advisors to quickly and cost efficiently research […]
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 […]