Category: Financial News

Tennessee wealth management firm focuses on helping clients protect their assets and live their best lives

Full suite of KraneShares ETFs and model portfolios now available on the Oranj custodian-agnostic platform

Sam Brownell will provide professional experience, insights to Local Maryland Community

Veteran advisors lead new DC-area firm with focus on understanding clients' goals, designing plan to achieve them

Detroit-area wealth management firm boasts multi-year winners, celebrates 35 years of financial advisory service

Former financial advisor will use first-hand experience as a client-facing wealth manager who successfully navigated from wirehouse workplace to independently owned boutique RIA to merging with a larger nationally known RIA.

Customized onboarding and ongoing support reduces complexity for financial advisors, and optimizes their experience with the Oranj platform.

Summer interns supervised by tenured software engineers show how new, emerging talent can be applied to financial technology applications

In 'Practical Wisdom from ACP Financial Advisors,' Certified ACP Members share how they became successful, commission-free, retainer-based, tax-focused financial advisors

Twenty Universities Using Award-Winning Software to Educate Students Train for Professional Positions, Give PFP Students a "Leg Up"

Seed Funding Round Secured From Original ScratchWorks 2018 Investors

Momentum continues in 2019: The technology and custodial services provider named to CIO Review's 50 Most Promising FinTech Solutions Providers of 2019.(1)


TradeWarrior trading and rebalancing technology now powered with account aggregation, advisor dashboard and investor portal on the free Oranj platform.

Mitch Anthony, Cheryl Holland CFP® and Dr. Valerie Young are speaking on Delivering Value, Great to Exceptional Client Service, Imposter Syndrome at annual gathering.

New capabilities, additional principals, NYC Office, quarterly journal added to meet market demands

The custodial services provider sponsors team from University of South Florida in annual T3 Conference competition

The company celebrates milestone by organizing and participating in 20 service projects throughout 2018 and exceeds expectations

The transaction, pending FINRA regulatory approval, marks the third acquisition for Wentworth

Five top financial planning practitioners to present business-building and profitability strategies in free webcast hosted by Marie Swift

Leading Fiduciary Planners Convene to Craft Guide for Consumers Confused by Broker vs. Advisor Differences and SEC's Reg BI

Virtual training modules and new member coaching sessions available through special agreement with Impact Communications and Marie Swift

The solution is designed to reduce transaction costs and shorten the settlement cycle for private placements.

The invitation-only event addresses issues of exempt securities including due diligence, escrow, custody, secondary trading, and compliance.

Adding Office Space, Team Members to Better Serve Advisors

Financial advisor/author Haleh Moddasser, CPA, identifies the financial pitfalls for women experiencing a gray divorce

Redtail advisers will now have access to the industry's first free wealth management software and model marketplace

The event is part of the Gainesville, Florida-based company's 20-for-20 Initiative to benefit the community

Orange County-based Needelman Asset Management Latest to Join the Fold

Rob Jolles, Marie Swift, George Kinder will present on ethical persuasion, marketing strategy and client communication at annual gathering

Clients' Interests Come First at Fee-Only Wealth Management Firm

Tenured Financial Advisors are Invited to "Step into the Spotlight" at The Advisor Thought Leader Summit

2017 Saw Significant Increase in Independent Broker/Dealers' Advisor Count and AUM

New billing engine delivers customizable fee structures and powerful revenue analytics


Time-urgent "Raise Your Voice" campaign begins now

The custodial services provider earns nod for the rollout of Earnwise platform


The international FinTech firm appoints two industry veterans to analytics oversight roles

The custodial services provider also announces 2019 Synergy Conference dates and location

New app by FinMason provides a powerful solution for financial advisors seeking investment analytics, compliance and reporting solutions

New Responsibilities Highlight Enhanced Areas of Focus; April National Conference to Bring Insights/Education to Independent Advisors

Companies Take Proactive Steps to Protect Confidential Client Data from Cyber Threats

Community Focus Advances the Firm's Values

FinMason will give BOND.ai free access to FinRiver, a suite of lightning-fast investment analytics APIs that allow for faster time-to-market

Maral Boyadjian tapped to lead team that works with clients to resolve analytics pain points and deliver customized relevant insights

Appearing for the first time in the annual survey, FinMason among top investment analytics providers in the industry

Will Drive Comprehensive Financial Planning Initiatives