March 14, 2019
Envestnet, the provider of unified wealth management technology and products to financial advisors and institutions today announced that they are purchasing PIEtech, Inc., the developer of […]
December 18, 2017
This year’s Schwab IMPACT conference was a bit light on major Schwab technology announcements, but there was one very interesting new offering from Schwab that has […]
December 15, 2017
It is rare in this industry to come across a well built, intuitive platform for advisors that is value priced, yet relatively unknown; that’s exactly what […]
November 21, 2017
I recently caught up with Right Capital co-founder Shuang Chen, CFA, to get an update on new developments at his firm. In short, I liked what […]
November 14, 2017
Fidelity Investments today announced the release of Fidelity Access, a more secure, convenient way for clients to see and use their Fidelity account information, such as […]
November 9, 2017
At a time when divorce rates are dropping for younger adults, the divorce rate for older Americans is rising significantly. Among U.S. adults ages 50 and […]
November 2, 2017
From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]