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Insight by our own Pete Giza

May 2, 2019 | Media


Hey Pete, you’re in the news!

https://riabiz.com/a/2019/4/20/how-oleg-tishkevich-got-his-new-cloud-venture-in-six-months-to-where-his-financelogix-took-16-years-to-get-with-jud-bergman-to-thank-in-part-but-is-oleg-too-visionary


FinTech News

fintech-article

Addepar opens its wallet to buy trading and rebalancing wealthtech AdvisorPeak

on Financial Planning

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fintech-article

After being 'blown away' by AdvisorPeak's engineering prowess, Addepar is buying the company to arm its clients with automated rebalancing software

on RIABiz

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fintech-article

AdvisorPeak Appoints Chief Strategy Officer

on WealthAdvisor

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fintech-article

BlackRock Strengthens Aladdin Platform’s Trading Capabilities: Tech Roundup

on ThinkAdvisor

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fintech-article

Enhanced tax credit entices more companies to offer 401(k) plans

on Pensions & Investments

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fintech-article

AdvisorPeak Unveils Digital Asset Capabilities for FAs on Its Platformk

on Financial Advisor IQ

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fintech-article

AdvisorPeak Partners To Add Crypto Trading, Rebalancing Functions

on Financial Advisor Magazine

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fintech-article

Coinbase goes public: Why it matters to advisers

on Investment News

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fintech-article

AdvisorPeak brings cryptocurrencies to its trading software

on Financial Planning

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fintech-article

Envestnet, Orion and Schwab will all launch crypto capabilities soon enough, insiders say, but Damon Deru just beat them all to market with more than a hack

on RIABiz

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fintech-article

A Look At Advisor-Facing Fintech From Three Different Vantage Points

on Digital Wealth News

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fintech-article

AdvisorPeak Integrates THOR, Envestnet Beefs Up Recommendations, RobustWealth Remodels

on Wealth Management

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AdvisorPeak Introduces New Model Portfolios on Trading Platform

on Wealth Adviser

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For all media inquiries, please contact Andrew Jennings at andrew@theplunkettgroup.com.

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