Robinhood Markets, Inc. has entered into an agreement to acquire TradePMR, a custodial and portfolio management platform for Registered Investment Advisors (RIAs). With over 25 years […]
As Mark Tibergien gets ready to hand over the leadership of Pershing’s RIA business to his protégé Ben Harrison, there is change afoot at Pershing. The […]
Shareholders Service Group (SSG) and Portfolio Pathway announced a new partnership that will provide advisors that use the brokerage and custodial services of SSG access to […]
AdvisorEngine, the financial experience company that provides a digital wealth management platform for financial advisors and their clients, today announced the production rollout of its expansive integration […]
Vestmark, a leading provider of portfolio management software and services, has announced the launch of its Model Trading Service (MTS): model management, trading, rebalancing and account […]
Dynasty Financial Partners and YCharts today at the T3 Advisor Conference announced a multiyear extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ […]
Financial industry leader Joel Bruckenstein and his T3 event planning teams are in the final stages of preparing for the fifth annual T3 Technology Conference for […]
Wealth Access, an independent personal financial management and account aggregation platform, has launched a new business intelligence application designed to provide insight into an advisory firm’s […]
TradePMR released today its agenda and lineup of speakers for the 2017 Synergy conference, an annual gathering for independent registered investment advisors (RIAs). This year’s theme, Gratitude, Giving […]