March 15, 2018

cleverDome Joins the Global Cyber Alliance, Ramps Up Community-Driven Platform Efforts for Financial Services Firms

cleverDome, Inc.TM, an Arizona Benefit Corporation, has joined the Global Cyber Alliance (GCA). This move is consistent with cleverDome’s mission to expand its community-based platform focused on […]
March 12, 2018

FinMason Hires 25-Year Industry Veteran to Launch New Investment Analytics Consulting Group

FinMason, a leading provider of investment analytics, announced today the launch of the FinMason Investment Analytics Consulting (FinIAC) group, a full-time team of subject-matter experts working […]
March 9, 2018

SmartAsset’s New SmartAdvisor Tool Delivers Vetted Client Prospects to Financial Advisors

SmartAsset, a financial technology company empowering millions of people with automated personalized financial advice, expanded its offerings to Financial Advisors in its recent launch of the SmartAdvisor […]
February 26, 2018

Vestmark Unveils Research Portal to Support Vestmark Manager Marketplace®

Vestmark, a leading provider of wealth management solutions, announced the launch of a research portal to support the Vestmark Manager Marketplace® (VMM). The new portal helps […]
February 23, 2018

Risk Profiling Platform TrueProfile Adds Financial Services Veterans Jeff Miller and Steve Schultz to Advisory Board

TrueProfile LTD, a division of Capital Preferences and provider of a unique platform for financial advisors that reveals their clients’ true risk tolerance, loss aversion and decision consistency as […]
February 22, 2018

Great News: T3 Advisor 2019 Dates + T3 Virtual Exhibit Hall + T3 Video Channel + T3 Jobs Site (Free Limited Time Trial) Now Available

It was great to see so many of you at the 15th annual T3 Technology Conference for financial advisors. Nearly 700 of you made the trip […]
February 14, 2018

Download Now: 2018 Software Survey and Analysis from Bob Veres, Joel Bruckenstein and Advisor Perspectives / AP Viewpoint

The technology sector is arguably the most dynamic aspect of the financial planning/investment advisory profession today. Custodial capabilities are evolving in an arms race of new […]
February 13, 2018

Technology that Proves your Value to Clients and also Helps your Employees is a Win/Win

Today’s financial advisors conduct an increasing amount of their business operations online. And as a result, they create and aggregate thousands – sometimes even millions – […]
February 8, 2018

AdvisorEngine Unveils New Experience for Prospects and Clients at 15th Annual T3 Advisor Conference

Traditional static client portals are becoming a thing of the past. Financial advisors serving all types of clients – from high net worth to mass affluent […]
February 7, 2018

MX® and MoneyGuidePro® to Provide Advisors and Their Clients with Data Aggregation and Personal Financial Management Options

Today, at the T3 Advisor Conference in Ft. Lauderdale, Florida, MoneyGuidePro® and MX® announced a new partnership designed to help consumers actively manage their financial lives. […]