Franklin Resources, Inc. announced that it has acquired AdvisorEngine Inc. Entreda has joined the Preferred Pricing Program of FINRA. Winston Wealth Advisors is joining LPL from Securities America. AdvicePay is to launch a new powerful management and administration capability to enable Enterprises to centrally manage groupings of advisors. Twenty Over Ten announced the launch of the Lead Pilot ambassador program. LifeYield announced new enhancements to its platform to optimize and visualize retirement income streams from multiple accounts. Vestmark, Inc. was included in FinTech Global’s second annual WealthTech100 listing.
AdvicePay, the leading fee-payment-processing platform designed exclusively for financial advisors, announced the launch of a new powerful management and administration capability, Offices, to enable Enterprises to centrally manage groupings of advisors, by providing more flexibility and customizable administrative tools.
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Entreda, an industry-leading developer of integrated cybersecurity software and solutions for the retail wealth management industry, announced that it has joined the Preferred Pricing Program of the Financial Industry Regulatory Authority (FINRA). Through the program, FINRA member firms and financial advisors can become new Entreda clients, accessing its Unify Cybersecurity Compliance Platform as well as additional services that can enhance the protection of digital data and safeguard against costly damages.
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Franklin Resources, Inc., a global investment management organization operating as Franklin Templeton, announced that it has acquired AdvisorEngine Inc., a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the United States that manage over $600 billion in assets.
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Twenty Over Ten, an industry-leading SaaS company, announced the launch of the Lead Pilot ambassador program. The program was launched to better support and incentivize marketing agencies, consultants, and others who work directly with financial advisors and insurance professionals on marketing and lead generation.
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Winston Wealth Advisors is joining LPL from Securities America, just days after LPL acquired JFC Financial Services, Securities America’s largest office of supervisory jurisdiction with more than $3 billion in managed assets.
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Vestmark, Inc. proudly announces that it has been included in FinTech Global’s second annual WealthTech100 listing, which recognizes the next-generation wealth technology solution providers shaping the future of wealth and asset management.
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LifeYield LLC, a leading cloud-based solution that facilitates tax-efficient management of an investor’s entire household portfolio, announced new enhancements to the LifeYield platform to optimize and visualize retirement income streams from multiple accounts, including social security, and coordinate outsourced investment models and separately managed accounts into a smart-household management approach.
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