WHEATON, Ill.--(BUSINESS WIRE)--Forms Logic, a cloud-based system for companies looking to integrate single data entry across multiple forms, is excited to announce a powerful new integration with RIA ...

RIA Compliance Technology received a top satisfaction ranking and was named a “provider to watch” in the RIA Compliance category. Being recognized by Kitces.com as both highly rated and a provider to ...

RIA Compliance Technology urges Registered Investment Advisors to upgrade systems before Windows 10 End of Support to avoid compliance and data risks. Maintaining compliance security can be as simple ...

Having the right technology can be critical to a registered investment advisor's success. However, knowing what to include in an RIA tech stack may take some thought and planning to ensure you have ...

Compliance made Simple, Structured, and Organized. Our platform eliminates the inefficiencies of manual trade monitoring. We designed it to help firms stay ahead of compliance requirements while ...

Los Angeles-based advisors Katrina Soelter and Leighann Miko on Thursday announced the launch of their RIA technology and services co-operative Avise Financial. The virtual platform seeks to ...

One of the most critical tools for any advisor going independent is ensuring they have the right technology. Thankfully, there are several tools at their disposal. While leading CRM brands like ...

If you’re trying to attract new talent to your RIA firm, you’re not alone. The current talent shortage in the financial services industry creates stiff competition among RIA forms to entice the most ...

Savvy Wealth, a venture capital-backed New York–based registered investment advisor that had $100 million in assets as of the end of 2022, has rolled out a new direct indexing tool that allows its ...

Several polls on java.net have interested me and the results of some of them have even surprised me. While these are not scientific polls and they could certainly be rigged by someone wanting to drive ...