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ConferenceAdit Launches Expanded Mobile-Based Continuing Education Conference Platform For Retail Wealth Management Space

ConferenceAdit Launches Expanded Mobile-Based Continuing Education Conference Platform For Retail Wealth Management Space

ConferenceAdit announced the expansion of its turnkey suite of services to deliver mobile-based continuing education solutions for attendees of conferences organized by independent broker-dealers, custodians and industry associations.

Advisor Group Commences Annual Wealth Management Symposium with Launch of eQuipt for Financial Planning System

Advisor Group Commences Annual Wealth Management Symposium with Launch of eQuipt for Financial Planning System

Advisor Group completed its 4th annual Wealth Management Symposium in Las Vegas, Nevada. At the event, Advisor Group announced the launch of its new eQuipt for Financial Planning (“eQuipt FP”)…

Ladenburg Concludes 2nd Annual Innovation Symposium in San Francisco

Ladenburg Concludes 2nd Annual Innovation Symposium in San Francisco

Invitation-only event brings together Entrepreneurs, FinTech Leaders and Ladenburg Financial Advisors to explore technologies with the potential to define the future of Financial Advice. Event features roll-out of tax-automation solution…

Chalice Financial Network Partners with Riskalyze, WeWork and NRS to Expand Services for Independent Advisors

Chalice Financial Network Partners with Riskalyze, WeWork and NRS to Expand Services for Independent Advisors

Chalice Financial Network partners with Riskalyze, WeWork and NRS to expand services for independent advisors. CFN Members gain access to discounts on full suite of Riskalyze Services, encompassing Autopilot Trading,…

Jemstep Launches Digital Advice Platform on Salesforce AppExchange

Jemstep Launches Digital Advice Platform on Salesforce AppExchange

Jemstep, a leading digital advice solutions provider, today announced the launch of the Jemstep Advisor Pro App on Salesforce AppExchange, the world’s leading enterprise cloud marketplace.

Docupace Announces Collaboration with Direct Mutual Fund Platform FundKeeper

Docupace Announces Collaboration with Direct Mutual Fund Platform FundKeeper

Docupace announced the integration of the Docupace platform with FundKeeper to enable advisors and back office staff who use the Docupace Platform to open and maintain mutual fund accounts from…

Paul Martin Joins Facet Wealth as Tech Lead

Paul Martin Joins Facet Wealth as Tech Lead

Facet Wealth welcomes Paul Martin as the firm’s new chief technology officer, guiding the evolution of Facet’s groundbreaking tech platform that enables its team of planners to deliver affordable and comprehensive financial…

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

NorthStar Financial Services Group, LLC, the parent company of Orion Advisor Services, FTJ FundChoice, LLC, CLS Investments, LLC, and Constellation Trust Company, announced today that it will be renamed Orion Advisor Solutions and unify…

Chalice Financial Network Launches To Revolutionize Independent Financial Advisor Space With National Membership Association Model

Chalice Financial Network Launches To Revolutionize Independent Financial Advisor Space With National Membership Association Model

Chalice Financial Network™ announced its launch today. The organization is delivering to its members a digital marketplace and shared services via the Chalice Advisor Exchange™ (CAEx), together with a guaranteed…

Folio Financial Redefines Digital Investing with Launch of Digital Wealth Platform for Financial Institutions and Advisors

Folio Financial Redefines Digital Investing with Launch of Digital Wealth Platform for Financial Institutions and Advisors

Folio Financial announced the launch of their latest innovation, the Digital Wealth Platform, a completely digital, automated investment advice solution that combines the strength of goal-based financial planning and custom-tailored portfolio…
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