March 21, 2019
Published by Joel Hurst at March 21, 2019
Did you know that statistically speaking, at least some of your online data or login credentials were probably stolen last year? The compromised passwords might no […]
February 6, 2018
FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
February 6, 2018
Advisor Metrix, a business intelligence platform for financial advisors, today at the T3 Technology Conference for financial advisors announced the public release of its software, including […]
February 5, 2018
Capital Preferences, a behavioral economics, decision science and financial technology firm, has announced the launch of TrueProfile.com – and their first product called Risk Essentials which is available […]
February 5, 2018
Talking taxes can be tricky for advisors, yet it is a critical piece of retirement planning. Regulations, and industry standards limit who can provide “tax advice.” […]
February 5, 2018
Published by Joel Bruckenstein at February 5, 2018
If you had any doubt about who the technology thought leader among the major RIA custodians is, the 2018 LINC Conference should have put those doubts […]
February 2, 2018
North Capital, a provider of technology and brokerage services for exempt securities offerings, is now offering a utility token (a.k.a., an AI token), that can be […]
February 1, 2018
Published by Mark Hoffman at February 1, 2018
Categories
The typical household has five or six accounts spread among two or three advisors. As these families look toward the future, they want to know how […]
January 31, 2018
FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
January 29, 2018
Orion Advisor Services, LLC (“Orion”), a portfolio accounting service provider for advisors, has announced that its direct-indexing tool for Advisor Strategy and Tax Return Optimization (“ASTRO”) […]
January 26, 2018
Published by Matthew Peterson at January 26, 2018
“Blockchain technology will revolutionize the __________ industry.” The above sentence, with the appropriately filled in blank, has been written thousands of times on internal business plans, […]
January 23, 2018
Financial advisory firms hoping to meet the next generation of talent will find just what they are looking for at this year’s T3 Advisor Conference. Not […]
January 19, 2018
The future of mortgage lending holds tremendous promise, but today’s industry vision for how to leverage emerging technology is far too fixated on cost reduction to […]





