April 23, 2019
Published by Joel Bruckenstein at April 23, 2019
A year of major acquisitions from the biggest names in the fintech space has been a gut check for many advisors. As they pay increasing attention […]
June 28, 2018
InterActive Legal, co-founded in 2003 by Trusts & Estates attorneys Jonathan G. Blattmachrand, Michael L. Graham and Yourefolio™, an estate and legacy planning software for financial planners and […]
June 25, 2018
Lincoln Financial Group has announced a strategic partnership with Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider for registered investment advisors, to offer a […]
June 20, 2018
Published by Joel Bruckenstein at June 20, 2018
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Registration is now open for the T3 Enterprise Conference. Qualified executives are invited to attend as my guest (no cost to participate as long as you meet […]
June 15, 2018
AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced the rollout of a brand new technical architecture. According to a […]
June 13, 2018
TCA by E*TRADE, a provider of integrated technology, custody, and practice management support for Registered Investment Advisors (RIAs), announced the enhancement of its Liberty platform with […]
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 […]