June 5, 2020
Published by Joel Bruckenstein at June 5, 2020
Categories
By Joel Bruckenstein, CFP It appears that the Schwab and TD Ameritrade merger is a done deal. The Department of Justice has signed off on the […]
February 18, 2020
The start of an advisor’s day lays the groundwork for their success. That’s why Orion Advisor Tech (“Orion”), a premier provider of financial advisor technology, today […]
February 18, 2020
Folio Financial will give a presentation entitled “Personalization Matters: Digital Wealth Technology to Reshape the Client Experience” at this year’s Technology Tools for Today (T3) Advisor […]
February 18, 2020
ETFLogic has announced new product releases on its Insights Platform, Model Marketplace and Portfolio Builder, bringing increasingly powerful tools to the advisor workflow. These tools allow […]
February 18, 2020
Whealthcare Planning, a technology company offering one of the only health and longevity-focused planning platforms for financial advisors, announced today that financial services industry veteran Kevin […]
February 18, 2020
Skience, a leading wealth management services and solution provider, announces the delivery of a new release of the firm’s signature wealth management platform designed to improve […]
February 18, 2020
Fidelity® today announced that Integration Xchange, the company’s award-winning open architecture digital store, is rolling out self-service functionality to make it easier for wealth management firms to […]
February 18, 2020
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions, today announced the release of an open API for its […]
February 17, 2020
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology […]
February 17, 2020
Today, i65 Medicare Optimization Software announces the launch of i65 2.0. For millions of Americans, Medicare is both confusing and scary. “To get the unbiased guidance […]
February 17, 2020
Expanding the services it offers to assist financial advisors, fpPathfinder is announcing impactful upgrades to its checklist tools. The new interactive checklist experience will also include […]
February 17, 2020
Today, Covisum®, the developer of Social Security Timing®, Tax Clarity®, SmartRisk™, and Income InSight® software solutions for financial advisors and institutions, announced a new offering – […]
February 14, 2020
Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, today announced Livetrack – your Co-pilot for retirement journeys – at […]