May 13, 2020
TradingFront Partners with Interactive Brokers to Launch Next-Gen, All-In-One Digital RIA Platform
May 13, 2020
SMArtX Appoints Industry Veteran to Serve as New President and COO
Mar 05, 2020
Global Fintech Launches InvestCloud White(TM) to Deliver End-to-end Digital for RIAs, TAMPs
Feb 20, 2020
SMArtX Advisory Solutions Announces Closing of Venture Financing Round
Jan 03, 2020
Frisch Financial Group Receives the Women's Choice Award® for the Eighth Consecutive Year
Nov 20, 2019
The Buckingham Family of Financial Services Unveils New Brand Structure
Nov 14, 2019
Loring Ward Added to Folio Financial's Third Party Model Manager Exchange
Aug 15, 2019
XY Planning Network Welcomes Its 1,000th Advisor Member As Alternative Fee Models Gain Momentum
May 22, 2019
Independent Financial Partners Chooses Riskalyze Platform for Risk Alignment and Trading Automation
Dec 10, 2018
First Ascent Asset Management Expands Distribution, Now Available on Envestnet Platform
Sep 24, 2018
Folio Institutional's Digital Wealth Services Platform Wins WealthManagement.com 2018 Industry Award for How It Transforms Online Investing for Advisors, Enterprises and Their Clients
Aug 01, 2018
Gentech, LLC Announces Major Investment in Axiom UMA Platform
Jul 10, 2018
3D Asset Management Enhances Platform by Adding Astoria Portfolio Advisors' Multi-Asset Risk Strategy
Apr 10, 2018
Chalice Wealth Partners Launches Chalice Financial Network, a Members-Only FinTech Platform for Financial Advisors
Feb 26, 2018
XY Planning Network Partners with Capitect to Offer Client Portal and Performance Reporting Technology to Members
Jan 09, 2018
Efficient Advisors To Offer Dimensional Funds
Aug 29, 2017
RobustWealth's Digital Wealth Platform for New XY Planning Network TAMP is Now Available
Aug 29, 2017
XY Planning Network Launches XY Investment Solutions, a Turnkey Digital Asset Management Platform for NextGen Advisors