Technology is transforming the entire professional services industry, and financial services is no exception. This is good news for forward-thinking providers set on delivering the best […]
Raymond James launched a suite of longevity planning resources to support the firm’s 7,300 financial advisors as they guide clients through challenges associated with longer retirements. […]
FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
One could argue that the majority of financial advisors would be better served by spending more time meeting with clients and prospects, and outsourcing investment management […]
Snappy Kraken, a MarTech company that helps financial professionals personalize, automate, and track marketing campaigns and business processes, is at the T3 Enterprise Conference today announcing […]
Envestnet | Tamarac has enhanced its existing integration with eMoney Advisor (“eMoney”), a leading provider of advanced wealth-planning solutions for financial advisors, with a new bidirectional […]
Envestnet | Tamarac has launched the Tamarac app on the Salesforce AppExchange. Financial advisors can create new clients and households in Tamarac from Salesforce and they […]
Junxure, an industry-leading CRM solution and technology provider for financial advisors, announced this week the launch of its inaugural Junxure Customer Excellence Awards program. The awards […]
The technology options for professional financial planners and advisors are evolving at a dizzyingly rapid rate. Every week, we see new options, new integrations, and ever-more-powerful […]
Cyber security is certainly on the mind of advisors today. According to at least one industry survey, cyber security is the number one technology concern among […]