April 12, 2018

Orion’s Purchase of FTJ FundChoice Makes Orion a Player in the TAMP Space

The independent advisory space continues to evolve, and Orion Advisor Services is evolving with it. Some in the industry have speculated for some time that firms […]
April 2, 2018

The Co-operators and Equisoft Launch a Financial Needs Analysis Solution for Clients and Advisors

The Co-operators is pleased to announce the successful implementation of Equisoft’s WealthElementsTM suite and Client Portal module. These new needs analysis tools allow The Co-operators’ network of […]
March 30, 2018

Conga Acquires Orchestrate LLC, Adding Process Workflow Automation to Its Suite of Intelligent Document Automation Products

Conga, a leader in Intelligent Document Automation, today announced the acquisition of Orchestrate LLC, a trailblazer in the financial services space that enables best-of-breed operations with […]
March 29, 2018

Tamarac Introduces Quick Start Offering

Envestnet | Tamarac is introducing Quick Start, a new offering that will make its award-winning portfolio management technology available to firms, such as “breakaways”, that want […]
March 27, 2018

Orion Compliance Easy…and other news

Experience tells us that 99.9% of independent RIA firms are conscientious about doing the right thing for clients, yet many of these firms struggle with compliance. […]
March 23, 2018

MaxMyInterest Appoints Tom Bradley to Advisory Board

MaxMyInterest (“Max”) – an intelligent cash management and optimization platform for individual investors and financial advisors – today announced J. Thomas Bradley Jr., retired president of […]
March 20, 2018

Orion launches Compass, a new resource to help firms scale compliance operations

Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider for registered investment advisors, has launched Compass, a robust new compliance app within Orion’s comprehensive Connect […]
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 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 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 […]
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 […]
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