Overall, the results proved that younger people are becoming increasingly aware of the need to secure their financial foundations better...
Who needs Santa when you have someone like MacKenzie giving away billions (yes billions) of her Amazon fortune? $6 billion this year so far. And, she certainly learned h…
SS&C Technologies Holdings, Inc. (Nasdaq: SSNC) today announced that the SS&C GlobeOp Forward Redemption Indicator for December 2020 measured 3.95%, up from 3.63% in Nov…
Corgentum Consulting, a leading provider of operational due diligence reviews and background investigations, announced today the results of a new investor and operationa…
Fusion Financial Partners has launched Fusion Black Ops™, a confidential RIA launch services program designed to support breakaway advisor teams on their transition to i…
Vectorspace AI in partnership with CloudQuant announce the availability of novel datasets that reveal relationships between global equity products. Vectorspace AI datase…
We ALL love predictions, don't we, especially when we look to what the future might look like for the coming year. And given that 2020 has been a PRETTY "interesting"…
LifeRaft, a new insuretech company that makes simple, flexible and cost-effective supplemental health insurance products, came out of stealth mode today and launched its…
The year is finishing out strong. Now there's a statement you don't often hear when referring to 2020, but the fintech venture capital is still flowing and there were s…
Entrepreneurial spirit is so powerful and unique, yet it’s perpetually generated by independent advisors and business owners. This passion and energy is essential for su…
The passage of the proposed Economic Stimulus bill by Congress is a metaphorical shot in the arm for small business owners who have suffered disproportionately during th…
This week I wanted to put a spotlight on the client side of advisor tech. Our industry develops a lot of tools to help advisors build advisor-client relationships that a…