Vestorly is hoping to improve the administrative side of its digital marketing application with the new Intelligence Center dashboard, which the New York-based company launched Wednesday.
Intelligence Center gives enterprises control over what...
The Financial Planning Association’s board of directors elected Houston-based advisor Shannon Pike to serve as the organization’s next president-elect and three additional board members during its annual conference in Boston.
Shannon Pike, new...
As financial advisors increase their use of email, social media, texting and other forms of digital communication, the market for products to record and archive these conversations is growing as well...
NextCapital is making retirement planning the focus of its enterprise digital advice software with a major upgrade to its 401(k) platform.
With new portfolio tracking and account aggregation features, NextCapital's 401(k) Digital Advice Platfo...
Pete Hess
SS&C Technologies closed its $2.6 billion acquisition of Advent Software in June, and last week provided clarity as to how Advent’s various businesses, including the Black Diamond portfolio management software, would be managed.
S...
A day after closing $4.75 million in funding, Quovo announced a new partnership with Advicent Solutions, a software provider for the financial services industry...
After attracting $700 billion in assets to its data aggregation and analytics platform in just over a year, Quovo announced Tuesday that it closed $4.75 million in funding led by Fintech Collective, a New York-based investment firm...
With the proliferation of digital technology in financial services, some fear the industry features a disruption as profound as online shopping had on the retail market...
Dwayne “The Rock” Johnson’s Spencer Strassmore makes some difficult calls to close out the first season of HBO’s Ballers. (Warning, spoilers ahead.)
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