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LifeYield Unlocks $2.3B of Potential Lifetime Social Security Benefits in Q3 2020

LifeYield Unlocks $2.3B of Potential Lifetime Social Security Benefits in Q3 2020

LifeYield LLC, the market leader in cloud-based solutions helping advisors maximize retirement income for their clients, reports that advisors using LifeYield’s Social Security Advantage® tool between July 1, 2020, and…

DriveWealth Lands $56.7 Million Series C Funding Round to Bolster Technology, Support Acquisition Strategy

DriveWealth Lands $56.7 Million Series C Funding Round to Bolster Technology, Support Acquisition Strategy

DriveWealth, LLC, a U.S.-based leader in global digital trading technology, announced a $56.7 million Series C round to strengthen its current technology stack, make strategic acquisitions, and grow the organization…

LaSalle St. Launches GuideTrack Financial Planning Platform to Provide Technology-Enhanced Financial Planning Experience for Affiliated Advisors’ Clients

LaSalle St. Launches GuideTrack Financial Planning Platform to Provide Technology-Enhanced Financial Planning Experience for Affiliated Advisors’ Clients

LaSalle St., a family of wealth management firms encompassing independent broker-dealer and registered investment adviser (RIA) platforms, announced the launch of GuideTrack, a flexible and technology-enabled financial planning platform that…

AlphaTrAI Launches First External Fund and Expands Leadership Team to Bring its Artificial Intelligence-Enabled Asset Management Platform to High Net Worth Investors and Family Offices

AlphaTrAI Launches First External Fund and Expands Leadership Team to Bring its Artificial Intelligence-Enabled Asset Management Platform to High Net…

AlphaTrAI, a venture-backed, technology driven asset management firm, announced the launch of its first external fund. Designed for high net worth investors and family offices, this systematic fund uses a…

Advisor Group Expands Financial Professionals’ Ability to Create, Customize and Execute Targeted Marketing Campaigns with Enhancements to Acclaimed MyCMO Marketing Platform

Advisor Group Expands Financial Professionals’ Ability to Create, Customize and Execute Targeted Marketing Campaigns with Enhancements to Acclaimed MyCMO Marketing…

Advisor Group announced the launch of significant enhancements to MyCMO, a multi-channel digital marketing platform that allows affiliated financial professionals to create, customize and execute targeted marketing campaigns on a…

Ameritas Investment Company, LLC Chooses Entreda to Provide Endpoint Cyber Risk and Compliance Software; Completes Roll out to Independent Financial Professionals

Ameritas Investment Company, LLC Chooses Entreda to Provide Endpoint Cyber Risk and Compliance Software; Completes Roll out to Independent Financial…

Entreda has finalized an agreement with Ameritas Investment Company, LLC. Entreda will provide its comprehensive suite of cybersecurity solutions to the company’s network of national financial professionals.

Half of clients say they don’t read most emails from their financial advisor

Half of clients say they don’t read most emails from their financial advisor

Half of clients (52%) don’t open or read the majority of emails from their financial advisor, according to a new survey by Life Stage Insights, a marketing technology company that…

Act Analytics Launches “ESG News Analytics” Tool to Monitor ESG Investing Factors and Events

Act Analytics Launches “ESG News Analytics” Tool to Monitor ESG Investing Factors and Events

Act Analytics is launching an ESG News Analytics tool to provide advisors with real-time news on their ESG holdings to show they are on top of client portfolios and for…

Oppenheimer & Co. Announces Significant Build-Out of Digital Advisor and Client Experience Platform as First Step in New Growth Vision

Oppenheimer & Co. Announces Significant Build-Out of Digital Advisor and Client Experience Platform as First Step in New Growth Vision

Oppenheimer is building out a comprehensive digital experience platform for its financial advisors and their clients across the country, in partnership with InvestCloud, a leading global fintech firm.

Wealth Enhancement Group Expanding Leadership and Board to Drive Fully Digitized Platform, Accelerating Industry-Leading Advisor Productivity and Client Experiences

Wealth Enhancement Group Expanding Leadership and Board to Drive Fully Digitized Platform, Accelerating Industry-Leading Advisor Productivity and Client Experiences

The leadership enhancements will drive additional developments in the firm’s technology platform and operational infrastructure – and position Wealth Enhancement Group to be a major force in the coming wave…