MarTech Professional Robert Sofia to Share the Coolest Ideas in Technology for Adviser Differentiation at the Inside ETFs Conference 1/21/18
Advisors can now answer clients' biggest question in the New Year: "How will the new tax bill affect me?"
Independent Financial Advisory Firm Will Serve Planning and Investment Management Needs of Innovators, Disruptors, and Leaders in Technology
Strongsville Financial Planning Firm is Helping Families in Need, Inspiring Clients to Get Involved
Process Efficiencies, Fee Disclosure, Ability to Scale Drive Decision
Seven Washington, D.C.-area executives recognized for their demonstration of character, chemistry and caring
Fiduciary Wealth Management Grew 53 Percent Last Year
Leading financial services and SaaS companies are now using the solution to better protect consumer data
In multi-year deal, WisdomTree will become the first global investment manager to adopt FinMason's FinRiver™ analytical platform
Mar-Tech Firm Announces Three New Ways to Reactivate Old Prospects and Impress Current Clients Using Modern Digital Means
First Provider to Bring Big Data to Independent Financial Advisors Launches at T3 in Las Vegas Today
Executives Tapped to Speak on Topics of Interest to High Net Worth Investors, Families with Complex Financial Planning Needs
FinRiver is front and center on the global stage in the competition to find innovative solutions for the bank of the future.
Award-Winning Firm Adds Capital, Gains Endorsement, and Brings 25-year Marketing and Technology Pro into the Equation
Quant-created SmartRisk with risk assessment and portfolio analytics that are simple for clients to understand - but are far from simplistic
Top ERISA Expert & Award Winning Researcher Demystify Best Interest Reporting Requirements and More
cleverDome Co-Op to Announce Cybersecurity Solution During Special Lunch Briefing for Press and other VIPs
FinTech firm recognized for innovation in risk tolerance and investment analytics
Advisors Answer Specific Questions; Can Ensure Regulatory Compliance
Jian Liu, Ph.D., CFA, FRM becomes ninth Ph.D. to join growing investment analytics firm.
EMM University Teaches Young Adults the Fundamentals of Financial Markets and Personal Finance
401kFiduciaryOptimizer solution that addresses ERISA requirements earns finalist status in annual WealthManagement.com awards competition
Five-Person Team Makes Strong First Impression with Technical Skills, Work Ethic and Client-Centered Focus
Retirement-planning software, educational system for plan advisors earns finalist status in annual WealthManagement.com awards competition
Plan Monitor Will Watch Plans 24/7 with Immediate Notification & Reduces Risk for Plan Fiduciaries
Bruckenstein Lauded for Creating FinTech Marketplace, Helping Advisors Adopt Tech Solutions, Rallying Thought Leaders on Key Industry Issues
Steve Durko brings nearly 20 years of experience to new role for the rapidly expanding custodial services company.
Clients' Interests Come First at Fee-Only Wealth Management Firm
FinMason Europe, s.r.o., will employ world-class engineering and data validation teams
Smart Fiduciary Strategy Results in 30% Annual Growth at Fee-Only Wealth Management Firm
Clients' Interests Come First at Fee-Based Wealth Management Firm
Mission: To Better Serve Clients as an Independently-Owned and Operated Wealth Management Firm
FinMason joins consortium dedicated to driving innovation, adoption of FinTech.
Financial Advisors Gearing Up to Address DOL Rule Compliance