May 30, 2019
Published by David Lyon at May 30, 2019
No matter where you sit, technology is a major part of our lives, both personal and professional. The decisions about what we use and how we […]
June 7, 2018
AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced a rebranding initiative to align its visual identity with recently acquired […]
June 5, 2018
Envestnet | Tamarac announced an enhanced integration with BNY Mellon’s Pershing (Pershing) on its Tamarac platform and client portal. Mutual clients will now be able to […]
June 4, 2018
cleverDome, Inc., a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the Dome”TM (i.e., secure and off the open Internet), and 3PAS […]
May 30, 2018
Vestmark, a leading provider of portfolio management software and services, has announced the launch of its Model Trading Service (MTS): model management, trading, rebalancing and account […]
May 23, 2018
Morningstar, Inc. a leading provider of independent investment research, has announced the release of Investor Pulse, a business intelligence tool that delivers actionable insights, predictive analytics […]
May 21, 2018
TradePMR, a custodial-services provider to registered investment advisors (RIAs), has announced updates to their award-winning1 Fusion platform and their mobile-first platform Earnwise. The updates, including drift features […]
May 8, 2018
Schwab is expanding its technical talent pool in both Austin and San Francisco and will be identifying dedicated real estate in Q2 and Q3 2018 to […]
May 3, 2018
Published by Joel Bruckenstein at May 3, 2018
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If you are a large RIA firm, you probably have a compliance consulting firm or a compliance attorney on retainer. If you are a smaller firm, […]
April 25, 2018
In light of the SEC’s release of its Regulation Best Interest proposal last week, AdvisoryWorld, a leading software provider for financial advisors, today announced a relaunch […]
April 17, 2018
Gěneos Wealth Management, Inc. today announced that it has become a member of cleverDome, Inc.,TM a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the […]
April 16, 2018
Published by Joel Bruckenstein at April 16, 2018
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United Capital Financial Advisors LLC and FinLife Partners, a division of United Capital, recently announced the launch of FinLife CX (the CX is short for client […]
April 13, 2018
E*TRADE Financial Corporation has completed the acquisition of independent advisor custodian Trust Company of America (TCA). “It is with great pleasure that we welcome TCA into […]