May 14, 2024
By Joel Bruckenstein, CFP RIA custodian TradePMR has scored a major coup, signing industry veteran Jon Patullo on as Chief Product Officer. Patullo brings a unique […]
February 11, 2025
Snappy Kraken, the martech innovator powering simpler, smarter advisor marketing, announced two platform enhancements designed to deliver AI-driven campaign automation and insights, streamline marketing activity and […]
February 4, 2025
Syntax Data, a leading provider of direct indexing technology, today announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax […]
January 29, 2025
OneVest, a comprehensive wealth management technology platform, announced the closure of a $20 million USD Series B equity funding round. The round was led by Salesforce […]
January 27, 2025
Orion, the premier provider of transformative wealthtech solutions for financial advisors and the enterprises that serve them, announced a new collaboration with Snowflake, the AI Data Cloud […]
January 24, 2025
New partnership with TaxStatus powers simplified and rapid verification of family tax information within a unified admissions solution VenturEd Solutions, a leading provider of cloud-based admissions, […]
January 22, 2025
Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, has announced the appointment of Chris Todd as Chief Executive Officer, effective January 21, […]
January 22, 2025
Ashley Hardaway, Dr. Efthymia Antonoudi, and Dr. Terrance K. Martin bring strong backgrounds in mentorship, professional development and wealth management to the FinServ Foundation FinServ Foundation, […]
January 22, 2025
Morningstar, Inc., a leading provider of independent investment insights, has introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application […]
January 17, 2025
Deal Brings Advisor-Specific Gen AI SaaS Directly to Advisors WESTON, Mass. – January 14, 2025 – Advisor360°, a leading provider of integrated technology for enterprise wealth […]
December 27, 2024
Joel Bruckenstein and T3 are offering a special End-of-the-Year BOGO for the 2025 T3 Conference! Register now to take the 2024 tax deduction and get this limited-time […]
December 19, 2024
Orion announced a definitive agreement to acquire Summit Wealth Systems. When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of […]