January 21, 2019

Showdown at T3 Advisor Conference: Student Teams Take Center Stage in “T3 Mash Up” Competition

Come watch four teams from CFP programs around the country compete for dominance in RIA technology development. The “T3 Mash Up” competition brings a mix of […]
January 21, 2019

Showdown at T3 Advisor Conference: Student Teams Take Center Stage in “T3 Mash Up” Competition

Come watch four teams from CFP programs around the country compete for dominance in RIA technology development. The “T3 Mash Up” competition brings a mix of […]
January 11, 2019

What to Look For When It’s Time to Change Your Advisor Tech

The little banner across the face of your iPhone reminds you that it’s time to update your software, and it won’t go away until you accept […]
January 8, 2019

Comprehensive Client Portal from United Capital Gives Clients 24/7 Access to their Financial Lives

United Capital Financial Advisers LLC (“United Capital”), a financial life management firm has announced its new GuideCenterSM mobile app, available now on the App Store and […]
December 18, 2018

E*TRADE Launches Referral Network for Advisors to Expand Wealth Management Services to It’s Customers

E*TRADE Financial Corporation announced the launch of the E*TRADE Advisor Network, a national referral program that connects independent financial advisors to potential clients who need wealth […]
December 14, 2018

Financial Institutions Streamline Investment Management Operations with Cloud-based Solution from Fiserv

Fiserv, Inc., a global provider of financial services technology solutions, announced that it is helping to simplify investment management fee billing and invoice operations for financial institutions […]
December 4, 2018

AdvisoryWorld Acquired by LPL Financial

AdvisoryWorld, a software provider for financial advisors, announced that it will be acquired by LPL Financial Holdings Inc., the corporate parent of LPL Financial LLC. LPL […]
December 3, 2018

How to Choose the Best Tech for Large and Growing Firms

As your advisory firm grows, your business goals and the technology you need to support those goals will inevitably change. A solo advisor in their first […]
November 15, 2018

FISERV Ups Their Financial Planning Game

When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
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