January 28, 2019
Editor’s note: Robb Baldwin, the founder, President and CEO of TradePMR, spoke at the T3 Elite Advisors Symposium in December 2018. This article is an adaptation […]
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 […]
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 […]