February 5, 2018
If you had any doubt about who the technology thought leader among the major RIA custodians is, the 2018 LINC Conference should have put those doubts […]
January 21, 2016
RiXtrema announced that it is now integrated with Morningstar OfficeSM, Morningstar’s practice and portfolio management system for financial advisors. Now, dual clients of RiXtrema and Morningstar […]
January 21, 2016
Just Released: A Fidelity study identified a strong linkage between the use of technology and advisor success metrics. Participating eAdvisors, who used more than twice as […]
January 20, 2016
Quite a few people at the recently concluded eMoney Summit were surprised to hear that eMoney and PIEtech, Inc., the developer of MoneyGuidePro had agreed to […]