June 20, 2018

T3’s 2018 Technology Conference for Financial Services Executives Now Open for Registration

Registration is now open for the T3 Enterprise Conference. Qualified executives are invited to attend as my guest (no cost to participate as long as you meet […]
February 6, 2018

CyberSecurity Remains Key Topic of Conversation at the T3 Advisor Conference in Ft. Lauderdale

FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
February 5, 2018

Covisum’s Tax Clarity™ Software Helps Advisors Distinguish Taxable Income for Clients, New White Paper Identifies Three Biggest Hurdles Advisors Face when Talking Taxes

Talking taxes can be tricky for advisors, yet it is a critical piece of retirement planning. Regulations, and industry standards limit who can provide “tax advice.” […]
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