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 […]
January 17, 2018
TD Ameritrade Launches Institutional Market Center, an Enticing New Investment Platform for Advisors
One could argue that the majority of financial advisors would be better served by spending more time meeting with clients and prospects, and outsourcing investment management […]
January 12, 2018
I was pleased to appear on Michael Kitces’ #FASuccess podcast on December 26, 2017. We talk in depth about: Recent trends in advisor technology and why […]
January 8, 2018
Special Security Alert from Joel Bruckenstein, CFP® Late last week, the world at large was made aware of two major flaws in computer chips could leave […]
January 2, 2018
Junxure, one of the best-known names in advisor CRM, has been acquired by AdvisorEngine. Junxure CRM is the industry’s most awarded CRM product with a 98% […]
December 28, 2017
When it comes to choosing the right technology solutions for your firm, you know it’s important to kick the tires and check under the hood of […]
December 21, 2017
PIEtech’s MoneyGuidePro is excellent financial planning software for advisors doing comprehensive planning with clients that have assets and who typically are not dealing with significant debt […]
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 […]