August 1, 2018
Published by Joel Hurst at August 1, 2018
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Going Mobile: How Every RIA Can Offer Clients a Customized Mobile App

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 […]
December 15, 2016
Published by Joel Bruckenstein at December 15, 2016
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Will Schwab Upend the Advisory Business?

Charles Schwab recently announced plans to expand its suite of wealth management and advisory services with the launch of Schwab Intelligent Advisory, a hybrid advisory service […]
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December 8, 2016
Published by T3NewsADM at December 8, 2016
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Larkspur Data and RiXtrema Partner to Provide Quantitative Ratings

Larkspur Data, a leading provider of targeted data and market intelligence for financial advisors in the 401k/qualified plan industry, and RiXtrema, a leading provider of risk management tools […]
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December 8, 2016
Published by T3NewsADM at December 8, 2016
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Mobile Communication Archiving Company Acquired by Smarsh

Smarsh®, the well-known provider of cloud-based information archiving solutions for compliance, e-discovery and risk management, has completed the acquisition of MobileGuard, a company that provides mobile communication monitoring […]
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December 6, 2016
Published by T3NewsADM at December 6, 2016
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Trust Builders Introduces Online Plan Participant Tools, Batch Processing to Create Retirement Readiness Reports

Trust Builders, Inc, a company specializing in retirement modeling, analysis and illustration software for 401(k), 403(b) and government retirement plan advisors, announced the release of its […]
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December 2, 2016
Published by Tom Embrogno at December 2, 2016
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Is Paper Jamming Up Your DOL Preparations?

If there’s one thing that the has become apparent as firms prepare for the implementation of the Department of Labor Fiduciary Rule in April it is […]
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December 2, 2016
Published by T3NewsADM at December 2, 2016
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eMoney Advisor Launches New Automated Onboarding Workflow

eMoney Advisor recently announced the launch of its new Onboarding workflow, which aligns with the company’s integrated technology vision aimed at providing a more automated and […]
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November 29, 2016
Published by T3NewsADM at November 29, 2016
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Xtiva Announces New Strategic Compensation Services, Partnership with Matt Lynch / Strategy & Resources, LLC

Financial services firms can now quickly and reliably design and implement new, strategically aligned, advisor and field manager compensation thanks to a partnership between Xtiva Financial Systems […]
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November 23, 2016
Published by T3NewsADM at November 23, 2016
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Quovo Creates a Comprehensive API Suite for FinTech Coupling Account Authentication with Aggregation

Quovo, a leading provider of account aggregation and data analytics for finance, announced the launch of its Account Authentication API. This RESTful API allows developers to […]
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November 19, 2016
Published by T3NewsADM at November 19, 2016
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Advisor Benchmarking FeeComp Database from RiXtrema Announced: Will Power DOL Fiduciary Rule Solutions

Financial advisors can now easily assess, document and defend the fees they charge in order to prove they are working in the client’s best interests. Financial […]
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November 18, 2016
Published by Joel Bruckenstein at November 18, 2016
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Thoughts on the WisdomTree Investment in AdvisorEngine (formerly Vanare)

Today’s announcement of WisdomTree’s investment in AdvisorEngine, and the name change from Vanare to AdvisorEngine, are net positives for a number of reasons. Let’s start with […]
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November 18, 2016
Published by T3NewsADM at November 18, 2016
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Vanare Raises $20 Million in Series A Financing, Changes Name to AdvisorEngine

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 […]
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November 16, 2016
Published by Joel Bruckenstein at November 16, 2016
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Digital Assistant Faceoff: The Amazon Echo vs. Google Home

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 […]
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