January 14, 2026
I don’t think the T3 pre-conference “AI University” (March 9, 2026, in New Orleans) is getting the attention it deserves. If you’re not familiar with T3 […]
March 10, 2026
The 22nd annual T3 Technology Conference (Technology Tools for Today, a.k.a. “T3”), the premier event for technology and innovation for the financial planning, investment and wealth […]
March 10, 2026
Kwanti, a leading portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, proposal generation, and more, today announced multiple […]
March 9, 2026
EncorEstate Plans Launches Standalone Special Needs Trust Offering for Financial Advisors at #T32026
EncorEstate Plans (Encore), a comprehensive and customizable estate planning and trust funding solution for advisors, announced the launch of its standalone special needs trust (SNT) offering. […]
March 9, 2026
FCI announced the launch of the FCI CISO Portal at the T3 Technology Conference in New Orleans. The FCI CISO Portal is a new platform designed […]
March 9, 2026
FCI announced its IT Support Services, a new service offering designed to help financial services organizations strengthen internal IT operations with automation, shared endpoint management, and […]
March 5, 2026
Conquest Planning Inc., a financial planning platform powering advice delivery across the full wealth spectrum, announced its next generation of AI-powered capabilities coming in April 2026. […]
March 5, 2026
Syntax Data, a leader in financial data and technology, announced the official launch of Saidee™, its premier AI agent and portfolio development application. Designed to empower […]
March 4, 2026
The Oasis Group, an award-winning consultancy and leading voice on artificial intelligence in the wealth management industry, recently released the Oasis AI Readiness Index™, the industry’s […]
March 3, 2026
RightCapital, a fast-growing financial planning software for financial advisors, announced a first-of-its-kind tool in financial planning software to transform the client plan data entry process. The […]
March 3, 2026
Libretto, a “total wealth” advice platform for financial advisors and family offices, announced new AI features designed to streamline planning, asset allocation, and risk management. Chief […]
February 17, 2026
BX Partners announced the launch of 12 open-architecture portfolio models on the Nitrogen Partner Store. The BX models provide financial advisors with access to nonproprietary stock-and-ETF […]
February 11, 2026
The Oasis Group, a leading consultancy for the wealth management industry, recently released a new white paper titled ‘CRM Selection in Wealth Management: Beyond the Build-vs-Buy […]