April 15, 2021
Published by Joel Bruckenstein at April 15, 2021
Categories
A Simple, Elegant Solution to the Roth Conversion Calculation By Joel Bruckenstein, CFP Although we have a reprieve until May this year, April 15th is traditionally […]
June 25, 2020
OWL Analytics, an alternative data company that focuses on environmental, social, and governance (ESG) research, today announced that it has partnered with FinMason, a FinTech firm […]
June 18, 2020
Latest Capabilities Make It Easier for LPL Clients to Access What They Need—Where, When and How They Want LPL Financial LLC, a leading retail investment advisory […]
June 16, 2020
New RIAConnect platform makes it easy — and free — for independent RIAs to explore potential deals and find top talent through a virtual community Even […]
June 11, 2020
Partnership with FinMason integrates analytics engine into rebalancing platform AdvisorPeak has announced a partnership with FinMason, a fintech firm and investment analytics provider, offering AdvisorPeak users […]
June 10, 2020
Tegra118, a provider of wealth and asset management technology solutions – and a portfolio company of Motive Partners, a specialist private equity firm – announced its […]
June 9, 2020
~ Advisors using both systems will be able to better manage ESG portfolios for clients, saving time, ensuring accuracy, and gaining scale as portfolio data from […]
June 4, 2020
Redi2 Technologies, a provider of hosted fee billing and revenue management solutions to the global financial services industry, and Shareholders Service Group (SSG), which provides brokerage […]
May 27, 2020
Fidelity Leverages Its Proven Strength in Client Experience and Technology to Help Advisors Work Smarter in These Challenging Times and Beyond Fidelity Has Seen Increased Adoption […]
May 26, 2020
Envestnet, Inc. (NYSE: ENV) has unveiled Envestnet Connect, an artificial intelligence (AI)-driven application that integrates the client’s household financial data with relevant and personalized news content aligned […]
May 21, 2020
Smarsh®, has announced the acquisition of Entreda, a developer of integrated cybersecurity risk and compliance management software and services for the wealth management market. Entreda will […]
May 21, 2020
K1 Investment Management, LLC (“K1) has announced it has entered into a definitive agreement to sell FMG Suite, LLC (“FMG Suite”), a provider of cloud-based marketing automation software for […]
May 19, 2020
LPL Financial, LLC, a leading retail investment advisory firm, RIA custodian and independent broker-dealer, has announced that LPL advisors now have access to AdvicePay, a leading […]