Advisory technology provider Nitrogen — formerly Riskalyze — unveiled a series of platform and tool updates at its annual Fearless Investing Summit held this week in Nashville. “We want to be your platform of trust,” said CEO Dan Zitting, who took over for Nitrogen founder Aaron Klein last November. Related: Philtech Blen Vennfi Provider Foundation…
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Disclosure: Our goal is to display products and services that we think you will find interesting and useful. If you purchase them, the Entrepreneur may receive a small portion of the sales revenue from our trading partners. For business owners, losing important items like access cards, company phones or personal wallets can be more than…
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Financial planning and account aggregation provider eMoney Advisor held its annual user conference this week, during which it announced the availability of eMoney Aggregation as a standalone product. The company has conditional client account aggregation for advisors using the product, but as an integrated part of its larger financial planning platform. Related: CogniCor, supplier of…
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This told story is based on an interview with Sabba Keynejad, co-founder with Tim Mamedov of the AI-powered video editing platform watermark. The piece has been edited for length and clarity. In 2013, my flatmate at the time, Virgil, and I were obsessed Breaking Bad. Around mid-October, the season finale was coming up and we…
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Sponsored by TAMPs have evolved significantly since their inception in the 1980s, becoming essential tools for advisors seeking to increase operational efficiency and client service. Initially, TAMPs were created to simplify portfolio management by providing access to pre-selected investment models and third-party asset managers, allowing advisors to outsource investment management responsibility. Over time, as technology…
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Opinions expressed by Entrepreneur contributors are their own. We're less than two weeks away from the election that will decide who occupies the White House and fills vacant Senate seats, governor's mansions and countless local offices. Whether you realize it or not, the way you vote can affect the success or failure of your small…
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Advisory industry AI provider CogniCor announced this week that its Wealth Co-Pilot now includes the firm's proprietary Insight Engine. “This solution is designed to empower financial advisors to maximize client engagement by reducing repetitive, inactive tasks, but more importantly, it can take all of this information and deliver actionable insights for advisors to use directly…
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Disclosure: Our goal is to display products and services that we think you will find interesting and useful. If you purchase them, the Entrepreneur may receive a small portion of the sales revenue from our trading partners. As the holiday season approaches, many professionals find themselves putting in extra hours to meet deadlines, close deals…
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Opinions expressed by Entrepreneur contributors are their own. Directors and officers (D&O) insurance — which protects business leaders from personal losses if sued because of their decisions made on behalf of the company – is a critical component of risk management for businesses of all sizes. Small and medium-sized businesses (SMBs) and nonprofits, in particular,…
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Tesla reported strong third-quarter earnings on Wednesday, surprising Wall Street. The company announced that it had produced 469,796 electric vehicles and 462,890 delivered, with the Model 3 and Model Y accounting for about 95% of deliveries. In Q3 2024total revenue rose 8% year-over-year to $25.18 billion, while operating expenses fell 6% to $2.28 billion. Net…
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