August 1, 2018
Published by Joel Hurst at August 1, 2018
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Did you know that as of the first quarter of 2018, smartphone users had access to nearly 4 million apps on the GooglePlay Store and 2 […]
November 18, 2016
Vanare, an innovative digital wealth management technology platform that has been gaining momentum in the financial services industry for approximately three years, announced today that it […]
November 16, 2016
Published by Joel Bruckenstein at November 16, 2016
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I’ve been playing around with the Amazon Echo for some time now, and I’ve been quite impressed with what it can do, so when Google announced […]
November 16, 2016
Published by Paul Cantrell at November 16, 2016
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April 10, 2017 marks the deadline for initial compliance with the Department of Labor’s Fiduciary Rule, i.e., enforcement of the rule’s provisions can begin at that […]
November 15, 2016
Vestwell, a firm that offers a fiduciary, white-labeled retirement platform for the RIA community and beyond, announced that it has secured an advisory firm partnership with Kovack […]
November 11, 2016
While at the T3 Enterprise Conference in Las Vegas last week, Covr Financial Technologies and PIEtech℠, Inc. announced a partnership that brings together the power of […]
November 10, 2016
PIEtech℠, Inc., creator of financial planning software MoneyGuidePro®, announced recently that it is building a multi-faceted, deep integration with Riskalyze, the risk alignment platform founded upon […]
November 9, 2016
PIEtech℠, Inc., the creator of the leading financial planning software, MoneyGuidePro®, recently announced that it has entered into an exclusive relationship with Milliman Financial Risk Management, […]
November 7, 2016
Albridge, an affiliate of Pershing LLC, a BNY Mellon company, has unveiled its strategy to introduce enhanced solutions designed to help broker/dealers, financial advisors and RIAs […]
November 4, 2016
At the T3 Enterprise Conference in Las Vegas, Trust Builders, Inc. announced the release of the Sequence of Returns calculator with integration in The Retirement Analysis […]
November 4, 2016
Cetera Financial Group (“Cetera” or “the Company”)*, a leading network of independent broker/dealer firms, announced its strategic vision to redefine the delivery of “best interest” retail […]
November 4, 2016
While at the T3 Enterprise conference in Las Vegas, Twenty Over Ten, a compliant website-builder, announced its formal public launch. Co-founded by Penn State Associate Professor […]
November 3, 2016
PlanPlus announced today at the T3 Enterprise conference the launch of miPlan+ – a Generation III white-labeled Robo advisor that fully integrates current financial services industry […]