August 11, 2023
By Joel Bruckenstein, CFP With so much of the market’s attention focuses on the outcome of the upcoming transfer of TD Ameritrade accounts to the Schwab […]
November 12, 2024
Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently announced two new enhancements to […]
October 29, 2024
Amplify Platform (“Amplify”), a unified all-in-one wealth management platform for financial services, welcomes its newest client Kingswood Wealth Advisors (“Kingswood”), a network of independent wealth management firms that oversees […]
October 24, 2024
Holistiplan, the award-winning tax planning software for financial advisors, announces the upcoming launch of its new Estate Planning tool. More than $84 trillion in assets will be transferred […]
October 23, 2024
Advyzon shared more details on the 2025 Advyzon Conference, which will take place February 12-14, 2025 at the Grand Hyatt Tampa Bay in Tampa, Florida. Registration […]
October 22, 2024
Smarsh, the global leader in communications data and intelligence, today announced the rollout of its new Annual Services Plan (ASP), a service delivery model that provides greater flexibility […]
October 22, 2024
Advyzon Investment Management (AIM) and Syntax Data announced a partnership that will provide financial advisors with the ability to produce highly customized financial portfolios at scale. […]
October 15, 2024
Commonwealth Financial Network®, a national RIA dedicated to providing financial advisors with holistic, integrated business solutions, announced the firm’s latest investments in cutting-edge programs and tools […]
October 10, 2024
In a landmark move to transform the wealth management industry, Lighthouse Wealth Tech Labs (Lighthouse), a new solutions incubator by the founders of Beacon Strategies, LLC (Beacon), a […]
October 8, 2024
CapIntel, a leading proposal generation and client engagement platform, and FactSet, a global financial digital platform and enterprise solutions provider, have entered a strategic partnership to enhance […]
October 7, 2024
As independent advisors continue to add new clients and grow share of wallet, automated custodial solution helps streamline onboarding processes TradePMR, a technology and custodial services […]
September 24, 2024
Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, was named the winner of the […]
September 12, 2024
Advyzon Investment Management (AIM), a turnkey asset management program (TAMP) under the umbrella of comprehensive technology platform Advyzon, was named the winner of the ‘Model Marketplaces’ […]