Envestnet Announces Partnership with FNZ
The integration of Envestnet's and FNZ's platform will allow for real-time account opening and funding along with digitally automated account service.
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Dynamic Announces New Chief Business Development Officer
Kulesza will lead the firm’s revenue growth and practice initiatives, including advisor recruitment, asset management growth and other services.
Matson Money: Why Cryptocurrency is Still Up to No Good
Simply put, "crypto" currency translates hidden or secret money. Scamming revenue rose 82% last year with $7.8 billion in cryptocurrency stolen.
Brookstone: 8 Marketing Ideas for Financial Advisors
You know what your advisory practice needs but getting new clients isn't always easy. You need to drive traffic and attract prospects in order to grow
SMArtX Advisory Solutions Launches New Enterprise Billing Application
Home offices can now control almost every aspect of the billing functionality within their platform, reducing manual tasks and boosting efficiency.
Envestnet Enhances its Data and Analytics Business by Launching the Wealth Data Platform to Drive its Financial Wellness Ecosystem into the Future
The Wealth Data platform allows home offices and financial advisors to enrich all the data sources across their practice and deliver better insight.
Smartleaf Asset Management LLC (SAM) Surpasses $2 Billion in Assets Under Management
SAM is a new kind of sub-advisor, an unbundled TAMP. We have one mission: to make personalized portfolios simple. We don't displace your tech stack.
