January 25, 2022
A Worthy Successor to Junxure By Joel Bruckenstein, CFP I have been following AdvisorEngine CRM and its predecessor Junxure for an exceedingly long time. It was […]
July 20, 2023
Developed by industry veteran John O’Connell, the training courses are built to provide in-depth, educational information about wealth management industry segments, revenue processes, technology, and more. […]
July 17, 2023
The upcoming Ezra Group webinar, From Data to Dollars: How AI Transforms Wealth Management, is happening Tuesday, July 25, 2023, at 2:00 p.m. Eastern Time (ET). […]
June 14, 2023
Trucendent, a technology firm dedicated to improving estate planning for advisors and their clients, and NetLaw, a law tech company powering estate planning services from a national […]
June 8, 2023
BNY Mellon’s Pershing X, a technology provider within BNY, debuted Wove recently at the Insite Conference, wealth management platform that integrates the technology tools advisors use into a […]
June 8, 2023
Schwab adds a digitized experience to Schwab Personalized Indexing™ for advisors and new ways to personalize client portfolios Registered Investment Advisor (RIA) clients of Charles Schwab […]
June 5, 2023
The curated program delivers knowledge, skills, and insights from recognized thought leaders to registered investment advisors working with TradePMR. TradePMR, a technology and custodial services provider […]
June 5, 2023
Featuring a streamlined user experience, new basket trading capabilities and an enhanced communication system. TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), […]
May 26, 2023
tru Independence, a $9 billion national independent advisory community, announced the launch of truView, which will power a new Experience As a Service (EAS) platform. tru […]
May 19, 2023
Income Lab, a provider of retirement income management software, has announced the launch of a new tool for stress-testing retirement income plans. Designed for financial advisors, […]
May 19, 2023
FMG Suite, an SaaS company specializing in marketing content, automation, and websites for financial advisors, has announced that it has achieved 400% growth of its enterprise […]
May 16, 2023
TradePMR, a technology and custodial services provider for registered investment advisers (RIAs), announced an expanded technology integration with Advyzon, an all-in-one, cloud-based financial advisor technology platform. The integration is […]
May 3, 2023
Everything you (n)ever wanted to know about Michael Kitces’ iconic blue shirt, presentation logic and topics for Kitces.com