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 ...

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 ...

Sandos Hotels & Resorts has announced the upcoming launch of an enhanced Sandos Agents Portal. The portal is set to launch this month, marking an exciting shift in the travel advisor experience.

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 ...