May 15, 2020
Published by Joel Bruckenstein at May 15, 2020
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By Joel Bruckenstein, CFP A couple of news items out of Charles Schwab & Co. last week prompted me to catch up with, Neesha Hathi, Executive […]
February 13, 2020
StockOpter.com, one of the industry’s leading applications for equity compensation valuation and risk analysis, has been enhanced to track client 10b5-1 trading plans. These trading plans […]
February 13, 2020
RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables […]
January 31, 2020
Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and a premier provider of financial advisor technology and enhanced investment solutions, announced significant progress toward […]
January 29, 2020
Workplace by OS33, an Ambassador Sponsor of FSI, is proud to announce at FSI OneVoice 2020 its unveiling of Workplace Stronghold, an advanced, purpose-built cloud security […]
January 28, 2020
Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management […]
January 28, 2020
Published by John Bowen at January 28, 2020
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Editor’s note: John Bowen, founder and CEO of CEG Worldwide, will speak at the T3 Advisor Conference on February 19, 2020 from 11:55 am – 12:25 […]
January 27, 2020
FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced that it has launched MarketingCentral by Cetera®––an enterprise solution that delivers […]
January 24, 2020
Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum’s risk analysis […]
January 23, 2020
Act Analytics, an innovative investment analytics technology platform, announced the launch of a new Environmental, Social and Governance (ESG) portfolio analytics platform that will enable Registered […]
January 20, 2020
Published by Michael Kitces at January 20, 2020
Editor’s note: Every year since 2012, financial advisor and industry influential Michael Kitces has published a list of “best conferences” for advisor consideration. This guest post […]
January 9, 2020
Is Bitcoin just another tulip bulb? Or a truly global transformation?At first glance, Bitcoin looks like any other pump-and-dump scheme. But a deeper examination reveals a […]
January 8, 2020
Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their […]