What's In My Wealthstack: Technology As A Force Multiplier
Jeff Bernier, president of TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.
Source: wealthmanagement.com
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Envestnet Announces Restructuring, Stuart DePina To Step Down
Three new units will form the core structure of the behemoth technology firm, and rumors that DePina would be stepping down prove true.
Source: wealthmanagement.com
Schwab and Salesforce proclaim fresh API solidarity for RIAs two days after Orion and Redtail merge with implicit promise of RIA CRM nirvana
The two uneasy downtown San Francisco neighbors promise better cooperation soon for RIAs as Eric Clarke and Brian McLaughlin find common cause, and TDA RIAs get set to become Schwab RIAs in 2022
Source: riabiz.com
The Next Frontier in Social Security Planning Software
Advisors are increasingly adopting specialized programs that can perform more complex planning for optimization of benefits.
Source: wealthmanagement.com
Steve Lockshin's Vanilla Adds CEO, CTO
Digital estate planning developer Vanilla added a new CEO, CTO and former Addepar executive to it's leadership team.
Source: wealthmanagement.com