In the largest survey of its type in the industry, Bob Veres (www.bobveres.com) and Joel Bruckenstein (www.joelbruckenstein.com) shed new light on the market share of most […]
Bob Veres (www.BobVeres.com) and Joel Bruckenstein (www.JoelBruckenstein.com) have announced that their annual software survey is now open. For the past few years, Veres and Bruckenstein have […]
TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by Business Intelligence Group. TradePMR was one […]
While pursuing new product offerings and market supremacy, fintech platforms seem to have forgotten to try and make advisors’ lives easier. Some companies are hellbent on […]
Keeping up with the financial services professional technology sector is no easy task, and one could say the same for tech companies trying to adapt to […]
Now in its 6th year, the T3 Enterprise Conference has become the leading enterprise-focused technology conference in the financial services industry. This annual gathering is specifically […]
Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]
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 […]
Financial industry leader Joel Bruckenstein and his T3 event planning teams are partnering with cleverDome to reveal something big at the T3 Conference for financial services […]
Joel Bruckenstein, publisher of the T3 information service on applied technology for financial service firms, today received the 2017 Insider’s Forum Leadership Award. He was presented […]