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TradePMR Named Finalist in Financial Services Awards Competition

TradePMR, a custodial services provider dedicated to serving registered investment advisors (RIAs), has been named a finalist in the 2018 Wealthmanagement.com Industry Awards. A judging panel of industry professionals selected TradePMR as one of only three finalists in the category…

AdvisorEngine Re-Architects Its Technology to Support Client Growth and Foster Platform Openness

AdvisorEngine, the financial experience company, today announced the rollout of a brand new technical architecture. The completion of this initiative brings immediate benefits for financial firms, advisors and their clients. This transformation positions AdvisorEngine to scale on demand to meet…

North Capital to Present at AICPA ENGAGE as Member of Startup Accelerator Cohort

​North Capital Investment Technology, a market-leading provider of technology and brokerage services for exempt securities offerings, will present at AICPA ENGAGE as a member of the inaugural class of the Association of International Certified Professional Accountants and CPA.com Startup Accelerator.…

AdvisorEngine Introduces New Junxure Branding, Continues Company Evolution

 AdvisorEngine, the financial experience company, today announced a rebranding initiative to align its visual identity with recently acquired Junxure, the leading CRM solution for financial advisors. The company unveiled an updated look across Junxure’s digital marketing channels, including a new…

Snappy Kraken Named WealthManagement.com 2018 Industry Awards Finalist

Snappy Kraken, a MarTech company focused on helping financial professionals automate their marketing and business processes, today announced they have been selected as finalists for the WealthManagement.com 2018 Industry Awards, the only awards program of its kind to honor outstanding…

cleverDome Members to Receive Important New Benefit: Free Vendor Risk Management Due Diligence via 3PAS Global

cleverDome, Inc.™, a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the Dome”TM (i.e., secure and off the open Internet), and 3PAS Global, a third-party credentialing and risk assessment service, today announced…

FinMason Expands Analytics Team

FinMason, a rapidly growing international FinTech firm and leading provider of Investment Analytics as a Service, today announced the appointments of industry veterans Rahul Prakash Sheth, FRM®, and John Stahr, CFA®, to their analytics department. Sheth joins as head of…

TradePMR Announces Initiative to Celebrate 20th Anniversary, Foster Charitable Giving

 TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), today announced plans for their year-long “20-for-20 Initiative.” TradePMR will celebrate its 20th anniversary by organizing and participating in 20 service projects, all led and staffed by…

AdvisorEngine Enhances Rebalancing and Trading Capabilities, Integrates With Smartleaf

AdvisorEngine, the innovative fintech company that is reimagining how technology can serve financial advisors, today announced its integration with Smartleaf, a leading provider of automated portfolio rebalancing and tax optimization for wealth managers, RIAs, TAMPs, broker/dealers and banks. The addition…

FinMason Expands North American Sales Team

FinMason, a rapidly growing international FinTech firm and leading provider of investment analytics as a service, today announced the appointments of industry veterans Peter Vitale and Stefan Thielen to their growing North American sales team. Vitale joins as director of…

Strongsville Certified Financial Planner Offers Five Tips for Financial Literacy Month

April is Financial Literacy Month and, at the same time, most Americans have just filed their taxes or at least filed extensions. Many are going through the painstaking task of peeking under the hood of their financial engine and realizing…

TradePMR to Gather Growth-Minded Financial Advisors for May 2018 Synergy Conference in San Diego

TradePMR will gather successful registered investment advisors (RIAs) from across the country to celebrate the firm’s 20th anniversary at their annual Synergy conference May 16-18 in San Diego, California. Today, the custodial services provider announced the lineup of keynote speakers and…

FinMason Launches in Canada

FinMason, a rapidly growing FinTech company, today announced that they are rolling out a Canadian Dollar version of their acclaimed investment analytics as a service platform. This enhancement marks the first step in FinMason’s international expansion plans. The new production…

Megan Gorman Introduces New Thought Leadership Platform: The Wealth Intersection

​​​Megan Gorman, a financial professional based in San Francisco, has begun populating a new digital platform called The Wealth Intersection. Gorman’s unique approach to discussing financial topics from a broader perspective is designed to engage and challenge readers as they…

FinMason Expands Leadership Team, Names David Remstein as Firm's First President and COO

FinMason Expands Leadership Team, Names David Remstein as Firm's First President and COO

FinMason, a rapidly growing FinTech company and leading provider of investment analytics as a service, today announced the appointment of industry veteran David Remstein as president and chief operating officer. In the newly formed position, Remstein will drive planning and…

TFC Financial Launches Charitable Foundation

TFC Financial Launches Charitable Foundation

TFC Financial, a Boston-based Registered Investment Advisor, has launched the TFC Financial Charitable Foundation to express the firm’s values and advance its commitment to promoting financial literacy and supporting the greater Boston community. “This is something we have been considering for…

cleverDome, Inc. Joins Global Cyber Alliance

cleverDome, Inc. Joins Global Cyber Alliance

​cleverDome, Inc.TM, an Arizona Benefit Corporation, has joined the Global Cyber Alliance (GCA). This move is consistent with cleverDome’s mission to expand its community-based platform focused on protecting confidential consumer information in the cloud. cleverDomewill participate in global efforts to…

BOND.ai Signs Up for FinMason Analytics Through FinTech Sandbox

BOND.ai Signs Up for FinMason Analytics  Through FinTech Sandbox

​FinMason Inc., a Boston-based FinTech and investment analytics firm, announced today that BOND.ai, a current cohort in FinTech Sandbox’s startup accelerator program, will be using FinRiver™ to power their investment analytics. BOND.ai is building a conversational artificial intelligence (AI) app…

FinMason Hires 25-Year Industry Veteran to Launch New Investment Analytics Consulting Group

FinMason Hires 25-Year Industry Veteran to Launch New Investment Analytics Consulting Group

FinMason, a leading provider of investment analytics, announced today the launch of the FinMason Investment Analytics Consulting (FinIAC) group, a full-time team of subject-matter experts working with current and prospective clients to explain, optimize and deploy effective analytics. The group…

Heron Wealth Recognized for Second Year as One of the Top 15 Financial Advisory Firms in New York

Heron Wealth Recognized for Second Year as One of the Top 15 Financial Advisory Firms  in New York

​​​​Heron Wealth, an SEC Registered Investment Advisor (RIA) based in New York City, was once again named by Expertise.com as one of the Top 15 Financial Advisory Firms in New York City. Heron Wealth helps individuals and families plan for their…

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