March 17, 2020
Published by Joel Bruckenstein at March 17, 2020
As Mark Tibergien gets ready to hand over the leadership of Pershing’s RIA business to his protégé Ben Harrison, there is change afoot at Pershing. The […]
October 28, 2019
Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, has named three new board members : · Marty Bicknell […]
October 28, 2019
Cetera today announced its participation at the T3 Enterprise Conference, reaffirming its deep commitment to helping the industry understand the challenges and opportunities associated with broad-based […]
October 28, 2019
PlanPlus Global today at the T3 Enterprise Conference taking place in Ft. Lauderdale announced the launch of its new goal-based planning module, ProPlanner — further enhancing […]
October 28, 2019
BidMoni, Inc., an SEC-Registered Investment Advisor providing technology to the employer sponsored retirement plan market, has been selected to present at the 2019 T3 Enterprise Conference […]
October 25, 2019
Monday, October 21, 2019 will be marked as one of the most difficult days in the 30+ year history of United Planners. The Executive Management Team had […]
October 22, 2019
Timelineapp Tech Limited today announced the integration of Timeline, its retirement income software, with SS&C’s Black Diamond® Wealth Platform. The integration enables Timeline users to efficiently import […]
October 15, 2019
Bob Veres (www.BobVeres.com) and Joel Bruckenstein (www.JoelBruckenstein.com) have announced that their annual software survey is now open. For the past few years, Veres and Bruckenstein have […]
October 14, 2019
Published by Joel Bruckenstein at October 14, 2019
Fiduciary financial advisors should own the 401(k) market. There are still way too many high cost plans out there that have hidden fees, a sub-optimal line-up […]
October 9, 2019
Technology platform Say and post trade processing company InteliClear announced that they will integrate Say’s shareholder communications platform with InteliClear’s back-office brokerage operations technology. As part […]
September 27, 2019
MaxMyInterest (“Max”), an intelligent cash management platform for individual investors and financial advisors, has expanded its relationship with Radius Bank, an industry-leading digital bank, to launch […]
September 26, 2019
Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, today announced the launch […]
September 13, 2019
Schwab Advisor Services announced enhancements to Institutional Intelligent Portfolios™, including an account conversion feature allowing independent investment advisors to easily and in a matter of minutes […]