October 19, 2020
Published by Joel Bruckenstein at October 19, 2020
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By Joel Bruckenstein, CFP The job of a software reviewer can be challenging at times. In order to have credibility with readers, you must do your […]
May 18, 2020
Pacific Funds join the growing list of asset managers on Oranj’s custodian-agnostic platform Oranj, a single platform for financial advisors to streamline portfolio management and client […]
May 18, 2020
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, announced that it has launched the first phase of […]
May 15, 2020
Published by Joel Bruckenstein at May 15, 2020
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What it means for RIA’s Goldman Sachs continued its move into the RIA business with the acquisition of Folio. Much has already been written in the […]
May 14, 2020
Smartleaf announced today it is partnering with IDX Insights to provide Smartleaf clients access to additional direct index models in the major equity asset classes, beginning with US […]
May 13, 2020
Unified system will provide a powerful, end-to-end, digital account opening, trading, rebalancing, CRM, reporting and client engagement platform to power RIA growth and profitability. TradingFront, working […]
May 8, 2020
The Charles Schwab Corporation (“Schwab”) today announced that it has entered into an asset purchase agreement to acquire the technology and intellectual property of Motif in […]
May 8, 2020
AdvicePay, a fee-payment-processing platform designed exclusively for financial advisors, announced today the launch of a new powerful management and administration capability, Offices, to enable Enterprises to […]
May 7, 2020
New enhancements visualize retirement income needs and integrate outsourced investment models with tax-efficiency tech In a volatility-wracked market, nothing is more valuable to financial advisors and […]
May 6, 2020
Acquisition Adds New Technology to Power Financial Advisor Solutions for Franklin Templeton Franklin Resources, Inc. [NYSE:BEN], a global investment management organization operating as Franklin Templeton, today […]
May 4, 2020
Institutional-Grade Rebalancing Platform Available to SSG Members Shareholders Service Group (SSG) and AdvisorPeak recently announced a new agreement for the benefit of advisors who custody with […]
May 1, 2020
Timelineapp Tech Limited (Timeline), a fintech company that provides financial advisors with next-generation retirement income software, recently launched the Timeline Digital Academy, which will deliver a […]
April 30, 2020
Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Value Line Funds has joined the growing list of […]