Skience Welcomes Ali McCarthy as Chief Marketing Officer Expands Leadership Team to Further Accelerate Platform Growth and Best-in-Class Consulting Services prnewswire.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from prnewswire.com Daily Mail and Mail on Sunday newspapers.
News, Vision & Voice for the Advisory Community
The Auburn, Calif., industry leader used a release, video and dedicated website to lash out at Orion s freshly acquired HiddenLevers unit, but a backlash may be brewing. Comments
Blindsided but unbowed, Orion Advisor Solutions vows that it will not take Riskalyze s assault on its brand lying down.
Riskalyze launched its full-scale media blitz yesterday (May 11), unleashing a video, an audio file, a dedicated website (Unhiddenlevers.com) and a press release headlined, As the market leader on risk, we can’t stay silent.
Aaron Klein: I wish we hadn t called out other products by name.
InvestCloud to acquire Advicent and NaviPlan planning software
The acquisition follows the firm’s merger with Tegra118 that drove it to a $1 billion valuation. Market volatility has accelerated a focus on financial planning.
May 5, 2021 3 MINS
Global technology platform InvestCloud announced Wednesday it is acquiring financial planning software developer Advicent and its NaviPlan platform in a move that could position the firm to rival wealthtech powerhouses like Envestnet.
Terms of the deal were not disclosed. The acquisition comes as market volatility has accelerated a focus on financial planning a market worth $52.9 billion in the U.S. alone, and one that’s predicted to grow 3.5% in 2021, according to the announcement.
Orion adds trio of execs to C suite - InvestmentNews investmentnews.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from investmentnews.com Daily Mail and Mail on Sunday newspapers.
The latest in financial #AdviserTech April 2021
The big news, announcements and underlying trends emerging in the world of technology solutions for financial advisers!
April 19, 2021 35 MINS
This month’s edition kicks off with the big news that AssetMark has acquired UK financial planning software provider Voyant for $145 million, with plans to bring the planning software as a new competitor to the U.S. (in addition to likely integrating it deeply into AssetMark’s own technology stack)The deal highlights both the ongoing rise of financial planning, the dearth of new financial planning competitors with enough market share for strategic acquirers, and the reality that financial planning software continues to be an appealing synergistic value-add not only to investment-centric firms offering financial planning but also asset managers and TAMPs trying to expand into working with more planning-centric advisers.