November 21, 2017

Right Capital is Becoming a Real Contender in the Financial Planning Software Space

I recently caught up with Right Capital co-founder Shuang Chen, CFA, to get an update on new developments at his firm. In short, I liked what […]
October 31, 2017

WisdomTree Launches Platform to Help Advisors Grow and Scale, New Digital Portfolio Construction Tool Powered by FinMason

WisdomTree Investments, Inc. (NASDAQ: WETF), an exchange-traded fund (“ETF”) and exchange-traded product (“ETP”) sponsor and asset manager driven by research and technology, has launched the WisdomTree […]
October 30, 2017

cleverDome’s Cyber Solution Turns Heads at the 2017 T3 Enterprise Conference

cleverDome, inc.TM , an Arizona Benefit Corporation, announced the commercial launch of an innovative cybersecurity  solution to protect confidential consumer information in the cloud by providing a […]
October 30, 2017

Raising Prospects From the Grave: Snappy Kraken Introduces Marketing Campaigns to Help Financial Advisors Do This and More

Snappy Kraken, a MarTech company that helps financial professionals personalize, automate, and track marketing campaigns and business processes, is at the T3 Enterprise Conference today announcing […]
October 30, 2017

AdvisorClarity Does “Big Reveal” at T3 Conference: First Provider to Bring Big Data to Independent Financial Advisors

After months of rigorous development and beta testing, AdvisorClarity, LLC announced the launch of its comprehensive business intelligence software and service designed specifically for independent financial […]
October 30, 2017

Apex Clearing Announces Full-Stack Api-Based Rebalancer at The T3 Enterprise Conference

Apex Clearing Corporation, an independent, full-service clearing firm that is the custodian of choice for many leading digital advisors, is launching Equilibrium, a new tool that […]
October 25, 2017

Orion Launches Free Peer-to-Peer Model Marketplace: Orion Communities

Orion Advisor Services, LLC, (“Orion”) a portfolio accounting service provider for advisors, today announced Orion Communities, an interactive peer-to-peer exchange that allows Orion clients utilizing its Eclipse trading platform, along […]
October 23, 2017

Royal Bank of Canada Leveraging Artificial Intelligence for Personal Finance

The Royal Bank of Canada is launching new AI-powered services that provide personalized financial guidance and an automated savings program through the bank’s existing mobile application. […]
October 13, 2017

Fiduciary Software Provider Fi360 partners with Trust Company of America

Trust Company of America (TCA), an independent provider of integrated technology, custody and practice management support for registered investment advisors (RIAs) and Fi360, a fiduciary education, training […]
October 12, 2017

RiXtrema’s DOL Fiduciary Rule Checklist Tells Advisors What They Need to Do Now, Can Ensure Regulatory Compliance

RiXtrema, a leading provider of risk management tools and analysis to the financial advisory and broker/dealer community to help ensure that investors get the analysis and advice they […]
October 11, 2017

New LIMRA study: Policyowners’ Interest in Online Service Grows

New LIMRA research finds 37 percent policyowners went online for service in 2017, 23 percent higher than in 2014. The study found that 74 percent policyowners […]
October 10, 2017

Riskalyze Launches Retirement Solutions Platform, Announces Enhancements to Pro, Premier and Autopilot Products

Riskalyze kicked off the “Fearless Investing Summit” at the Hyatt Regency in Lake Tahoe last week by welcoming Shark Tank star Daymond John, former Washington Redskins Quarterback Joe Theismann, and a […]
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