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Advisor CRM founder Ken Golding dies at 62
Golding founded Junxure with his partner, Greg Friedman, in 2001 as a CRM specifically designed to serve financial advisors.
Fintech Bytes: Morgan Stanley AI, Docupace hires Lori Hardwick, and Franklin Templeton integrates LifeYield
Here are some of the other fintech headlines you may have missed this week.
Fintech Bytes: AdvisorEngine, eMoney and Invesco’s intelliflo
Catch up on the highlights from this week in fintech news.
T3 2022 recap: Top takeaways from the adviser fintech conference
What the advisory industry will look like after the pandemic was a major theme at the conference.
AdvisorEngine updates, rebrands Junxure CRM platform
The announcement is the culmination of a multiyear initiative to modernize Junxure after its acquisition in 2018. The upgraded system will continue to be offered as a stand-alone product, priced per user.
Wells Fargo taps Tyers to head independent advisor group
The former AdvisorEngine exec will oversee FiNet, First Clearing and the wirehouse's RIA business.
AdvisorEngine finalizes integration with Schwab
The integration of the two technologies is mutually beneficial, giving RIAs access to Schwab client data and AdvisorEngine’s adviser toolbox.
Franklin Templeton buys AdvisorEngine
The digital wealth management platform had been up for sale since January
AdvisorEngine acquires Wealthminder
Wealth management platform now will offer adviser-client collaboration tool
