Skience Celebrates 20th Anniversary With Platform Enhancements
Skience, a financial services technology company headquartered in Herndon, Va., has partnered with client relationship management (CRM) firm Redtail Technology to add an SEC 17a-4 compliant document storage repository to its platform.

Skience Safe stores documents originated either inside or outside of Skience, documents from DocuSign and Envestnet for instance, which are automatically uploaded and indexed. Once the documents are stored, firms can adjust the length of time one is retained. Private folders for mutable documents are also available to clients.

Skience has also made enhancements to its popular Advisor Transitions feature. Through a secure client site, advisors can easily collaborate with their clients to digitally collect missing information required to open financial accounts at their new firm, allowing for quick acquisition of assets by the receiving firm, greater collaboration with clients and reduced processing errors.

Through its partnership with Redtail, Skience platform users can also pass contact and family information more quickly and efficiently than ever before, facilitating the client digital onboarding experience, the company said.

Fabric Launches Risk Management Platform For Investors With Advisors
Fabric, a Denver-based start-up founded by veteran risk manager Richard Bookstaber, has added an application to its platform that brings the factor-based approach to all advisors, no matter how great or how small the amount of their clients’ investable assets.

According to Bookstaber, the Fabric platform sources analytics from MSCI, a world leader in factor modeling, to produce a forward-looking approach to risk management, which he asserted is more reliable than the standard industry approach of relying on history as a guide.

Bookstaber also said that Fabric’s application, which includes exposure to environmental, social and governance (ESG) factors such as climate change, is targeted toward advisors who want to set themselves apart from the competition and grow their practice by engaging in a discussion of risk management with both established and prospective clients.

For further information about the platform, visit Fabric’s website at fabricrisk.com.

Cetera To Offer Entire Global X ETF Lineup
Cetera Financial Group will be offering the entire lineup of more than 90 Global X exchange-traded funds (ETFs) on its no-transaction-fee trading platform.

Founded in 2008, Global X includes strategies such as thematic growth, income and international access ETFs, as well as core, commodity and alpha funds. Global X ETFs manages $35 billion in assets under management.

Headquartered in El Segundo, Calif., Cetera Financial serves affiliates making up the nation’s second-largest family of independent broker-dealers.

US SIF Releases Updated Road Map For Financial Advisors
The US SIF Foundation, headquartered in Washington, D.C., has released a guide to sustainable investment for financial advisors.

Entitled “Incorporating Sustainable Investing into Your Practice: A Roadmap for Financial Advisors 2021,” the guide details the steps advisors can take to begin offering sustainable investment services or enhancing them.

Environmental, social and governance (ESG) investing, also known as sustainable investing, allows socially conscious investors to put their money to work for the causes they support. In recent years, sustainable investing in the U.S. has grown from $12 trillion to $17.1 trillion, US SIF said, representing one out of every three dollars under professional management. 

To harness those investable client assets, US SIF’s guide tells advisors how to add relevant products, discuss sustainable investment with clients, update clients’ investment policy statements, identify asset allocation and investment options, measure and manage impact, and communicate expertise to clients.

To access a free copy of the guide, visit the US SIF website store.

Dynasty Partners With MIT’s Sloan School To Offer RIA Exec Ed Course
Dynasty Financial Partners, headquartered in St. Petersburg, Fla., has partnered with the Massachusetts Institute of Technology’s Sloan School of Management to offer an executive education course exclusively for C-suite executives employed at independent registered investment advisors.

The “Advisor to CEO” program, created to foster an impactful community of leaders and companies, includes a three-day event scheduled for May 2022 on MIT’s campus in Cambridge, Mass. The goal of the course is to help industry leaders go from being top advisors within larger organizations to being CEOs of top RIA firms that have multiple business lines and offices.

In addition to the MIT on-campus event, Dynasty CEOs will participate in “intimate” CEO-only roundtables that encourage relationship building and peer-sharing, interactive fireside chats on key leadership topics, optional self-assessment on personal leadership and work style, and voluntary one-on-one follow-up coaching to reinforce what students have learned.

For further information, visit the Dynasty Financial Partners website.