March 27, 2020
Published by Joel Bruckenstein at March 27, 2020
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Generally speaking, financial advisors and the firms that serve them have done a tremendous job of responding to the COVID-19 crisis. Although many of us are […]
February 19, 2020
In the largest survey of its type in the industry, Bob Veres (www.bobveres.com) and Joel Bruckenstein (www.joelbruckenstein.com) shed new light on the market share of most […]
February 19, 2020
Advice System Inc. (ASI), an early stage personal financial technology company, unveiled its flagship product, Intelligent Decision Tools™ (IDT), a new and unique category of personal […]
February 19, 2020
LPL Financial LLC, a leading retail investment advisory firm (RIA) and independent broker-dealer, today announced a new milestone in the delivery of an end-to-end integrated technology […]
February 19, 2020
Motive Partners, a specialist private equity firm focused on technology-enabled business and financial services companies, today announced the closing of its previously announced transaction with Fiserv, […]
February 19, 2020
Twenty Over Ten, an industry-leading SaaS company, formally launched Lead Pilot, one of the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. Twenty Over […]
February 19, 2020
FMG Suite, LLC, a private San Diego-based company delivering a leading cloud-based marketing automation platform for financial service professionals, today announced the addition of Curator™––an artificial […]
February 19, 2020
Carson Group, one of the fastest growing financial services firms in the country, announced that as of April 1, 2020, Carson will cover technology costs for […]
February 19, 2020
Indyfin, a new prospecting and growth solution for financial advisors, recently launched in Texas. Indyfin takes the risk out of sourcing leads for financial advisors by […]
February 18, 2020
FP Alpha, an AI-powered technology solution for financial advisors, was launched today by Andrew Altfest, President of Altfest Personal Wealth Management. FP Alpha is the first […]
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 […]