WisdomTree, the exchange traded fund (“ETF”) and exchange traded product (“ETP”) sponsor, has announced the launch of its first cryptocurrency product, a physically-backed Bitcoin ETP. The […]
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 […]
PIMCO and WisdomTree Asset Management have each joined the line-up of best-in-class asset managers who have made their model portfolios and products available on the free […]
Junxure, one of the best-known names in advisor CRM, has been acquired by AdvisorEngine. Junxure CRM is the industry’s most awarded CRM product with a 98% […]
Although we’ve been following developments at AdvisorEngine for a while now, this is the first time T3 has devoted an article exclusively to the firm. That’s […]
AdvisorEngine Inc., a digital wealth management platform, has acquired the assets of Kredible Technologies, Inc. (“Kredible”), a technology-enabled, research-driven firm targeting financial advisors with the goal […]
Today’s announcement of WisdomTree’s investment in AdvisorEngine, and the name change from Vanare to AdvisorEngine, are net positives for a number of reasons. Let’s start with […]
Vanare, an innovative digital wealth management technology platform that has been gaining momentum in the financial services industry for approximately three years, announced today that it […]