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 […]
February 18, 2020
Whealthcare Planning, a technology company offering one of the only health and longevity-focused planning platforms for financial advisors, announced today that financial services industry veteran Kevin […]
February 18, 2020
Skience, a leading wealth management services and solution provider, announces the delivery of a new release of the firm’s signature wealth management platform designed to improve […]
February 18, 2020
Fidelity® today announced that Integration Xchange, the company’s award-winning open architecture digital store, is rolling out self-service functionality to make it easier for wealth management firms to […]
February 18, 2020
RIA in a Box, a leading provider of compliance, operations and registration software and services solutions, today announced the release of an open API for its […]
February 17, 2020
CircleBlack, a wealth management platform that provides financial advisors with all the tools necessary to manage their clients and portfolios while seamlessly integrating a practice’s technology […]
February 17, 2020
Today, i65 Medicare Optimization Software announces the launch of i65 2.0. For millions of Americans, Medicare is both confusing and scary. “To get the unbiased guidance […]
February 17, 2020
Expanding the services it offers to assist financial advisors, fpPathfinder is announcing impactful upgrades to its checklist tools. The new interactive checklist experience will also include […]
February 17, 2020
Today, Covisum®, the developer of Social Security Timing®, Tax Clarity®, SmartRisk™, and Income InSight® software solutions for financial advisors and institutions, announced a new offering – […]
February 14, 2020
Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, today announced Livetrack – your Co-pilot for retirement journeys – at […]
February 14, 2020
MaxMyInterest (“Max”), a leading provider of innovative cash management solutions for financial advisors and their clients, today announced an integration with Orion Advisor Tech, LLC (“Orion”), […]
February 14, 2020
Orion Advisor Technology (Orion), one of the premier providers of financial advisor technology and investment solutions, today announced it has updated the Orion Connect integration on […]
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 […]