See how the 11 NFL stadiums sponsored by financial services companies stack up in terms of their team’s postseason success.
Plus Pontera integrates with Envestnet, Tifin announces Morningstar collaboration, and Hearsay adds features to Sites.
The social media company is cutting off free access to its API, which will impact archiving tools used by financial advisors.
eMoney Advisor and FP Alpha have tools to help advisors with Roth conversions.
While advisors are in no immediate danger of displacement, simply repeating the 'people will always need a human advisor' mantra won’t stop the inevitable march of progress.
Spitzner spent 25 years in the industry, holding leadership roles at firms including Prudential Investments and Envestnet, before launching Wealth Consulting Partners in 2015.
Plus Morningstar adds investment planning to Advisor Workstation, Element secures $5 million and Kwanti announces an asset screening feature.
Overall, the firm’s quarterly net revenue was flat compared to the prior year’s fiscal first quarter, and down 2% from the previous quarter.
Golding founded Junxure with his partner, Greg Friedman, in 2001 as a CRM specifically designed to serve financial advisors.
According to data collected from 14,000 RIAs, 80% are using digital client onboarding tools.
