Independent Financial Partners (“IFP”), an SEC registered investment advisor and soon-to-be broker-dealer specializing in wealth management and retirement plan consulting, announced that it has entered into […]
AdvisorEngine, a wealth management technology platform that applies smart automation to mission-critical advisor activities, announced a rebranding initiative to align its visual identity with recently acquired […]
Traditional static client portals are becoming a thing of the past. Financial advisors serving all types of clients – from high net worth to mass affluent […]