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 […]
January 31, 2019
AdvisorEngine, the financial experience company that provides a digital wealth management platform for financial advisors and their clients, today announced the production rollout of its expansive integration […]
January 31, 2019
FinMason, a rapidly-growing fintech firm operating one of the largest investment analytics platforms in the world, announced the rollout of the Five-Minute Financial Plan™ on the […]
January 31, 2019
Angela Pecoraro, Chief Executive Officer for industry-leading financial planning technology provider Advicent, demonstrated an entirely new user interface for NaviPlan as well as a new retirement […]
January 31, 2019
London-based fintech firm, Timeline, has launched comprehensive software for illustrating sustainable withdrawal strategies. The second edition of the software, which is currently in beta, enables advisors to model […]
January 31, 2019
Presenting at the T3 Advisor Conference in Denton, Texas BNY Mellon’s Pershing (“Pershing”) called on advisory firms to re-think their business models and technology platform strategy […]
January 30, 2019
Private Client Resources (PCR), a leading provider of data aggregation and wealth information management services to UHNW families, private banks, multi-family offices, and investment advisors, today […]
January 30, 2019
RIA in a Box, LLC, a leading provider of compliance, operations and registration software and services solutions for the wealth management industry, today launched the Vendor […]
January 30, 2019
Orion Advisor Services, a premier portfolio management solution provider for registered investment advisors, today at T3 Advisor Conference revealed a series of new product updates and […]
January 29, 2019
Chalice Financial Network™, a Software-as-a-Service (SaaS)-based member benefit organization for independent financial advisors, announced today that its Chief Information Officer, Christopher Giles, is hosting an in-depth […]
January 29, 2019
Today, Covisum launched Income InSightTM, a new fully-integrated platform that quickly and easily shows the impact of different decisions within a client’s financial plan. Covisum’s newest […]
January 29, 2019
NVISO, a Swiss based fintech company providing software that detects human emotions from facial micro-expressions and interprets thinking styles, has released a behavioral assessment solution that […]
January 29, 2019
Ladder, the company that has built life insurance to be instant, simple and smart, today introduced Ladder for Advisors at the T3 Advisor Conference, the leading […]