April 15, 2021
Published by Joel Bruckenstein at April 15, 2021
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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 […]
March 23, 2021
First Rate, a provider of financial service technology solutions to the wealth management marketplace, has announced the release of a completely redesigned and enhanced technology platform. […]
March 23, 2021
FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth […]
March 22, 2021
The 2021 T3/Inside Information Software Survey report is now available. This report is a product of months of data analysis by Bob Veres of Inside Information and Joel Bruckenstein of T3. With more than 5,100 respondents, this is by far the most statistically viable report on this important topic in the profession.
March 16, 2021
Envestnet (NYSE: ENV) announced today it has acquired technology from Apprise Labs to advance Envestnet’s roadmap to deliver a reimagined client portal experience that will focus on […]
March 2, 2021
AssetMark Financial Holdings, Inc. (NYSE: AMK) has announced it will acquire Voyant, a provider of SaaS-based financial planning and client digital engagement solutions. Voyant serves more […]
March 1, 2021
Andes Wealth Technologies, an innovator in advisor technology, recently announced a new integration with SS&C Technologies’ Black Diamond® Wealth Platform. Andes Wealth Technologies is the first […]
February 26, 2021
Smarsh® recently released its 10th Annual Risk & Compliance Survey Report, capturing the responses of more than 100 compliance professionals in the financial services industry. The […]
January 26, 2021
Award-winning software created by financial planners announces new “Tax Prep Letter” feature Holistiplan, a tax planning software that helps advisors scale the process of reviewing a […]
January 26, 2021
Industry-leading CRM adds one-click onboarding to help advisors’ clients earn more on cash with premier high-yield cash solution MaxMyInterest (“Max”), a provider of innovative cash management […]
January 25, 2021
National Guardian Life Insurance Company (NGL) has announced the acquisition of Everplans, a New York City-based digital life-planning and organization company. Everplans will remain a separate […]
January 21, 2021
‘Boot camp’ events, expertise networks and pricing deals create new advantages for advisors considering independence. Orion Advisor Solutions, a premier provider of the tech-enabled fiduciary framework […]
January 14, 2021
New feature will enable advisors to parallel process data-intensive workflows, creating powerful efficiencies and saving time Panoramix, an advisor technology platform focused on performance reporting and […]