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 […]
November 6, 2019
United Capital, a Goldman Sachs company, announced it has appointed Rachel Schnoll to lead FinLife CX, an ensemble of tools built for independent advisors to bring […]
November 5, 2019
Benjamin™, an A.I. technology for financial advisors, announced an exciting new integration with fintech company Orion Advisor Technology, LLC. This new integration promises to deliver an […]
October 31, 2019
Andes Wealth Technologies, where behavioral finance meets analytics, announced that California-based Registered Investment Advisor (RIA), Slow Capital, Inc., has gone live on its modern platform for […]
October 30, 2019
Timelineapp Tech Limited (Timeline), a fintech company that provides next-generation retirement income software, and Morningstar® ByAllAccounts®, the award-winning data aggregation service, announced an integration that gives […]
October 29, 2019
Laserfiche, a leading global provider of intelligent content management and business process automation, announced the launch of Laserfiche Vault. Specifically designed for the financial services industry, […]
October 29, 2019
Aivante, a leading provider of health and wealthanalytics, today announced the availability of a new whitepaper, How Medicare Means Testing and Tax-Deferred Savings Threatens Retirement Security, […]
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 […]