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A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.November 11
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“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.October 13
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Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.August 6
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Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.July 2
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Companies that connect advisors and carriers are seeing a surge in use.June 17
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The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.May 19
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Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.May 14
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Fintechs are offering deep discounts or even free service to hold on to advisors and attract new customers.April 9
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The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.January 17
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The partnership will likely help both industry titans with their long-term strategic plans.January 9
