June 28, 2022
The Version of MoneyGuide Blocks We have All Been Waiting For By Joel Bruckenstein, CFP When MoneyGuide Blocks first launched a few years ago, the folks […]
July 16, 2024
FinServ Foundation, a 501(c)(3) nonprofit dedicated to fostering talent in the financial services sector, has announced the appointment of two esteemed professionals to its board of […]
July 12, 2024
Envestnet, Inc. (NYSE: ENV) (“the Company” or “Envestnet”), a leading provider of integrated technology, intelligent data and wealth solutions, has announced that it has entered into […]
July 10, 2024
Fintech consultant and T3 friend, Craig Iskowitz, CEO of Ezra Group, is hosting this upcoming webinar Moneyball for AI: How Wealth Management Firms Can Get The […]
July 9, 2024
Nitrogen (formerly Riskalyze), announced the availability of an integrated client engagement platform featuring three products from the wealthtech innovator: Nitrogen Risk Center, Nitrogen Planning Center, and Nitrogen Research Center. The […]
July 9, 2024
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, recently announced a partnership with FINIAT, a leading […]
July 8, 2024
Clear Street (“Clear Street,” “the Company”), a cloud-native financial technology firm on a mission to modernize the brokerage ecosystem, is pleased to welcome Edward Tilly to […]
June 27, 2024
RISR announced the successful closure of a $1.5 million capital raise. This seed round, which saw participation from financial services industry titans including Kane Brenan, Angelo Grecco, Kevin Lucey, Scott […]
June 27, 2024
Forty-three percent of registered investment advisors (RIAs) are asking for better marketing capabilities, according to recent research from Advisor360°. Now, financial advisors using Advisor360°’s integrated suite of […]
June 27, 2024
Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, has just released “What’s Going On With Assets in […]
June 26, 2024
Orion announced the availability of standalone solutions and a new bundled offering to provide advisors unparalleled flexibility. Orion’s new à la carte and bundled offerings allow […]
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 […]