AdvisorEngine Inc. announced Tuesday its completed integration with Charles Schwab Corp.'s Advisor Center, giving thousands of registered investment advisers access to Schwab client data as part of ...

NEW YORK--(BUSINESS WIRE)--AdvisorEngine ®, the financial experience company, released today the next generation of its scalable financial planning ecosystem, offering investment advisors and their ...

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Franklin Templeton has acquired AdvisorEngine, a digital wealth platform and provider of technology and consulting services to more than 1,200 financial advisory firms in the U.S. that manage over ...

TradePMR isn't letting any moss grow under its feet, as the RIA custody and tech provider unveils a new fintech partnership shortly after its strategic acquisition by Robinhoodl. The announcement, ...

Franklin Templeton is the latest asset manager to embrace a new role: technology provider to independent financial advisors. While still closing a $4.5 billion acquisition of LeggMason, Franklin ...

AdvisorEngines, a digital wealth management platform, is expanding its technology capabilities with the acquisition of Kredible Technologies Inc., AdvisorEngines announced Thursday. Kredible, ...

Edelman Financial Engines has recruited a high-profile executive from Goldman Sachs to step in as chief financial officer and executive vice president at the top-ranked registered investment advisor ...

Wells Fargo has hired John Tyers, former chief growth officer at AdvisorEngine, a digital wealth platform purchased by Franklin Templeton in 2020, as head of the brokerage’s Independent Advisor group, ...

In January, about two years after it acquired client relationship management software Junxure, AdvisorEngine announced it was retiring the Junxure brand name in favor of its successor, AdvisorEngine ...

Rich Cancro will have a lot to be thankful for next week. The investment comes from WisdomTree Investments, an ETF and ETP sponsor and asset manager headquartered in New York. The Series A funding ...