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Jeff Bernier, president of TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.

NBC has tapped Raymond Lee to lead its Quantum Leap revival pilot, with an interesting twist revealed in the description of Lees character.

The January #AdviserTech column looks at the four major trends in the financial adviser ecosystem and what they portend for the year to come.

The November edition kicks off with news that Schwab's working on a direct indexing solution that it would offer retail investors and RIAs.

FMG’s acquisition of Twenty Over Ten gave it a brand crusader. FMG Suite announced Twenty Over Tens Samantha Russell as its new chief evangelist. When Twenty Over Ten finally blew the lid off news of its sale to competitor FMG Suite, many in the wealth management industry wondered how Russell’s role would evolve. She was Twenty Over Ten’s chief marketing and business development officer but has transitioned to the brand crusader tasked with putting more eyes on FMG Suite. Russells...

Twenty Over Ten Unveils New Website as Part of Refreshed Brand FinTech Industry Leader Celebrates Four Years in Its Mission To Support Independent Financial Advisors and Enterprise Groups News provided by Share this article FMG Suite company, today announced the launch of a refreshed brand and revamped website at www.twentyoverten.com. Home to LeadPilot, Website Engine and Compliance Core, the new website offers a streamlined experience for financial professionals using the Twenty Over Ten pro...