December 21, 2021
T3 is currently offering a special promotion.Act now to lock it in! Our holiday special allows an advisory firm principal to bring a next-gen firm leader […]
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
March 28, 2023
It’s no secret that the independent RIA channel has been growing at a feverish pace in recent years. In fact, McKinsey reports that more than 700 […]