Bob Curtis finally sold out to corporate interests after years of holding the line -- but financial planning's shift to a data game may have left little choice. Key Points Envestnet acquires ...

PIEtech recently launched the fifth generation of MoneyGuidePro software, an update that includes improved forecasting calculation tools that will benefit an aging client population. Processing ...

Envestnet Inc., the purveyor of wealth management technology to numerous U.S. advisory firms, announced Thursday after the market close that it would be buying PIEtech, the parent company of popular ...

Brooke's Note: Financial planning represents real value, a vastly underserved market and a way for young people to come into the market, serve other young people, and make a living. See: Michael ...

POWHATAN, Va., Dec. 12, 2019 /PRNewswire/ -- Envestnet | MoneyGuide, the creator of leading financial planning software, MoneyGuidePro®, today announced a partnership with Buckingham Wealth Partners, ...

POWHATAN, Va.--(BUSINESS WIRE)--MoneyGuidePro, the leader in goal-focused financial planning is integrating with Yodlee’s scalable personal finance data platform, arming financial planners and ...

Broker/dealers and large RIAs face a unique set of challenges when it comes to technology. Representatives and regulators demand more, margins get squeezed, and executives worry about not only what ...

PIEtech, Inc., maker of the popular planning software product MoneyGuidePro, has settled a patent infringement lawsuit brought against it and UBS Financial Services by its competitor, Wealthcare ...

Scottrade Advisor Services has agreed to license MoneyGuidePro financial planning software on an enterprise basis for its advisors. "We've worked with the folks at MoneyGuidePro for months in order to ...

Scottrade Advisor Services, a provider of custodial and institutional trading services for independent registered investment advisors (RIAs), announced it has signed an enterprise agreement with ...

MoneyGuidePro has added a tool to its flagship software that allows advisors to automate ongoing actions they and clients must take to reach goals set in a financial plan. The new feature, Executive ...

The latest version of Money-GuidePro focuses on flexible features designed to automate an adviser's initial meetings with clients. Due for release Sept. 20, Generation 2 is the first major retooling ...