RIA

External IT & Junxure Announce Partnership to Deliver a CRM Solution on a Fully Integrated Cloud Platform Tailored For Financial


External IT, a cloud-based IT outsourcing firm that focuses on RIAs and Broker Dealers, and Junxure, an industry-leading provider of CRM technology and office management solutions for financial advisors, today announced a partnership focused on better servicing financial advisors by integrating their IT architecture and all of their business applications on one easy-to-access cloud based platform. Junxure is the first industry application provider to take advantage of this and espond to the growing need to enhance the value that financial applications deliver to advisors.

Schwab Leaders to RIA's: The Opportunities Have Never Been Greater

During its annual EXPLORE event last week, Charles Schwab CEO Walt Bettinger and head of Schwab Advisor Services Bernie Clark commended independent registered investment advisors (RIAs) for their thriving business mod

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