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 14, 2023
Innovative Financial Management Platform consistently ranked the highest in customer satisfaction in the prestigious T3/Inside Information Advisor Technology Survey
March 14, 2023
Best-in-class technology evaluation and utilization platform to be offered by two leading names in the financial services industry
March 13, 2023
Practical AI Tools Automate Front Office Functions including Tax-Optimized Rebalancing, Overlay Management, Compliance & OMS via INDATA SaaS
March 13, 2023
InterGen Data partners with CentSai to provide financial education that empowers individuals and advisors to make better and more informed decisions during one’s most important life events.
March 13, 2023
The AI-powered engine provides custom insights into client life events and will transform how advice is delivered.
March 13, 2023
Coppel joins the TradePMR team as Vice President of Practice Management.
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.