Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and a premier provider of financial advisor technology and enhanced investment solutions, announced significant progress toward […]
Workplace by OS33, an Ambassador Sponsor of FSI, is proud to announce at FSI OneVoice 2020 its unveiling of Workplace Stronghold, an advanced, purpose-built cloud security […]
Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management […]
FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced that it has launched MarketingCentral by Cetera®––an enterprise solution that delivers […]
Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum’s risk analysis […]
Act Analytics, an innovative investment analytics technology platform, announced the launch of a new Environmental, Social and Governance (ESG) portfolio analytics platform that will enable Registered […]
Editor’s note: Every year since 2012, financial advisor and industry influential Michael Kitces has published a list of “best conferences” for advisor consideration. This guest post […]
Is Bitcoin just another tulip bulb? Or a truly global transformation?At first glance, Bitcoin looks like any other pump-and-dump scheme. But a deeper examination reveals a […]
Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their […]