June 10, 2020
Published by Joel Bruckenstein at June 10, 2020
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By Joel Bruckenstein, CFP Disclosure: I originated the Financial Planning Technology Survey over a decade ago. I ceased writing for Financial Planning some time ago, in […]
September 1, 2020
August 13, 2020
Fidelity Institutional has announced the launch of Fidelity Bond Beacon, a comprehensive, fully digital fixed income trading solution that helps advisors manage all aspects of individual […]
August 3, 2020
Rowboat Advisors, a technology development company specializing in investing software, announced today that Riskalyze, the industry’s leading risk alignment technology firm, has selected Rowboat Advisors’ tax-efficient […]
July 27, 2020
Silicon Valley, CA based financial technology firm La Meer Inc (www.lameerinc.com) has launched a solution for the SEC’s Regulation Best Interest for Wealth Management. Regulation Best […]
July 27, 2020
Apex Clearing, the digital custody and clearing engine, has announced the launch of a new integration with Orion Advisor Solutions, a premier provider of the tech-enabled […]
July 10, 2020
Fee-for-service payments platform now integrated directly into industry-leading financial planning software system Bozeman, MT, July 10, 2020 AdvicePay, the leading fee-payment-processing platform designed exclusively for financial […]
June 29, 2020
With new financial partner Genstar and existing financial partner TA reinvesting, Orion and Brinker Capital together are positioned to transform the future of the advisor-client relationship […]
June 25, 2020
55ip, the investment strategy engine that empowers advisors to deliver tax-smart investment models and Robertson Stephens Wealth Management, LLC (“Robertson Stephens”), announce a partnership to provide Robertson Stephens’ […]
June 25, 2020
FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has launched the second phase […]
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 […]