January 11, 2022
By Joel Bruckenstein, CFP As someone who has been reviewing advisor technology for over 20 years, I have seen a lot of advisor-focused technology firms come […]
March 13, 2023
Success in digital transformation requires understanding the unique complexities of the wealth management data ecosystem
March 13, 2023
Hubly Inc., a process management system built specifically for the financial advisory market, today announced the launch of Partner Workflows. Designed to help TAMPs, custodians, broker-dealers, […]
March 13, 2023
The Only Platform Free for Vendors, Free for their Clients
February 24, 2023
Wealthtech firm enhances education offering to help advisors grow their business, earn CE credit Orion Advisor Solutions, a leading provider of wealthtech solutions for fiduciary advisors, announced […]
February 24, 2023
Dynasty Financial Partners Will Make a Strategic Investment in BridgeFT to Help the Company Fuel Its Future Growth Dynasty Financial Partners announced that Dynasty has chosen […]
February 24, 2023
Orion Advisor Solutions’ new Couples and Money Survey reveals that half (50%) of survey respondents, including 61% of millennials, consider dishonesty about money a form of infidelity.
February 16, 2023
Wicked Pissah podcast host and past FPA MA President, Jeffrey Tomaneng, CFP®, asked me to do an interview, pulling back the curtain on the upcoming T3 Conference in Tampa – which is right around the corner.
February 9, 2023
Opto’s private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers
February 7, 2023
New capital comes from existing investors Portage and Fidelity International Strategic Ventures with participation from BNY Mellon and RBC
January 31, 2023
Myriad Advisor Solutions (Myriad) announced that Chief Operating Officer, Danielle White (White) has as of January 1, 2023, been promoted to Chief Executive Officer. White takes […]
January 26, 2023
Kwanti announced the release of Kwanti Screener, a new feature that allows advisors to screen for best performing assets and find the right investment opportunities for […]
January 25, 2023
WealthTech-as-a-Service platform to deliver trade-ready, multi-custodial data, and mission-critical applications through a single API connection BridgeFT, a cloud-native, API-first Wealth Infrastructure software company that enables financial […]