Practice Management

December 3, 2018

How to Choose the Best Tech for Large and Growing Firms

As your advisory firm grows, your business goals and the technology you need to support those goals will inevitably change. A solo advisor in their first […]
August 1, 2018

Going Mobile: How Every RIA Can Offer Clients a Customized Mobile App

Did you know that as of the first quarter of 2018, smartphone users had access to nearly 4 million apps on the GooglePlay Store and 2 […]
June 29, 2018

5 Ways to Shore Up and Protect Data Privacy– A Primer for Financial Services Firms

Data privacy and protection has become a daily headline with everything from the latest data breaches at major institutions such as Equifax, to intentional exploitation of […]
May 3, 2018

Complect: Bringing the Gig Economy to Compliance

If you are a large RIA firm, you probably have a compliance consulting firm or a compliance attorney on retainer. If you are a smaller firm, […]
March 19, 2018

Tailoring Your Marketing Strategy to Build Multi-Generational Relationships as a Financial Advisor Today

Are the current marketing strategies your practice uses positioning you as the “family” financial advisor? Do the members in your clients’ households know you by name? […]
March 13, 2018

i65 Software : Medicare Enrollment Software for Financial Professionals

As subscribers to the T3 Technology Hub are no doubt aware, I believe that investment selection and portfolio construction, services that advisors were once richly rewarded […]
February 1, 2018

Risk-smart, Tax-smart Multiple Account and Product Optimization could be the Next Big Thing

The typical household has five or six accounts spread among two or three advisors.  As these families look toward the future, they want to know how […]
December 28, 2017

5 Things to Check Before Choosing a New Platform

When it comes to choosing the right technology solutions for your firm, you know it’s important to kick the tires and check under the hood of […]
December 21, 2017

Financial Freedom by PIEtech, Inc. Helps Clients Budget and Manage Debt

PIEtech’s MoneyGuidePro is excellent financial planning software for advisors doing comprehensive planning with clients that have assets and who typically are not dealing with significant debt […]
December 18, 2017

Schwab Advisor “StreetSmart Edge” offers Advanced Quotes, Trading and Market Data

This year’s Schwab IMPACT conference was a bit light on major Schwab technology announcements, but there was one very interesting new offering from Schwab that has […]
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