March

It’s no secret that the independent RIA channel has been growing at a feverish pace in recent years. In fact, McKinsey reports that more than 700 […]

Powered by decades of insights from financial advisors, Julie Littlechild launches the Absolute Engagement Engine, a fintech solution that drives personalized engagement at scale

While at the T3 Conference in Tampa today, Mark Hurley, CEO of Digital Privacy & Protection, LLC, spoke on cyber threats and client wealth and wellbeing.

ForwardLane details how such technologies help to supercharge advisor productivity by leveraging existing data more effectively to create customized reports and insights for each client

New Envestnet | MoneyGuide Generational Release Creates Even More Personalized & Seamless Financial Planning Experiences, at a Time When They're Needed Most

FP Alpha, an AI-driven advanced planning platform for financial advisors, announced several new developments while at the T3 Technology Tools for Today Conference being held in […]

The relationship is intended to provide RIAs with easier access to CircleBlack's CRM integrations, white-labeled client portal and mobile app, performance reporting, and more

The acquisition will help Altruist double the footprint of its RIA-exclusive services and product offerings which already include digital account opening, trading, reporting, and billing.