Move aside, index funds, there may be a better strategy for investors looking to track an index. The method is called direct indexing and it's simple: Rather than buying a share in a mutual fund or ...

Technology solutions provider eMoney Advisors has announced a series of enhancements to its financial planning platform the company says are designed to help advisors operate more efficiently and ...

MONTREAL, April 16, 2025 /CNW/ - Wealthica Financial Technology Inc., Canada's leading banking and investment account aggregation platform, is excited to announce the release of its Financial Advisor ...

COSTA MESA, Calif.--(BUSINESS WIRE)--SC Distributors, LLC (“SC”), an established wholesale distributor of high-quality alternative investment products, is reporting increased usage of its innovative, ...

Cetera Financial Group is preparing to launch a Web portal that offers its advisors a compliance-ready platform for reaching out to clients and other professionals. The Connect2Clients (C2C) platform ...

COSTA MESA, Calif.--(BUSINESS WIRE)--SC Distributors, LLC (“SC Distributors”), a proven wholesale distributor of alternative investment products, is pleased to introduce a new Automated Virtual ...

Goway has announced the launch of its new website as well as the first rebranding in the company’s 54-year history. The new website (still www.goway.com) offers a user experience that empowers travel ...

From left, Preferred executives Rhett Hirko and Kathleen Cullen at the Preferred Hotels & Resorts Global Conference in Lisbon. Photo Credit: Christina Jelski LISBON -- Preferred Hotels & Resorts is ...

WHY IT RATES: The Canadian tour operator is offering more personalized support for its travel advisor partners. — Lacey Pfalz, Associate Editor, TravelPulse Fresh Tracks Canada is thrilled to announce ...

A custodian is integral to your advisory firm’s operations as you’ll need a secure place to hold client assets. Working with a quality provider can also help to improve efficiency, which can be ...

Preferred Hotels & Resorts has debuted a portal for travel advisors that consolidates booking capabilities, commission management and other workflows for its collection of 600-plus independent hotels ...