January 19, 2023

Featured speakers and agenda announced for T3 Technology Tools for Today Conference in Tampa, March 13-16, 2023

The big T3 Technology Conference is right around the corner! I hope you will join us March 13-16, 2023 in sunny Tampa, Florida. The Preliminary Agenda […]
January 26, 2023

Kwanti Announces New Screener Feature to Help Financial Advisors Discover Best Performing Assets

Kwanti announced the release of Kwanti Screener, a new feature that allows advisors to screen for best performing assets and find the right investment opportunities for […]
January 25, 2023

BridgeFT Launches WealthTech API to Power Digital Wealth Transformation by Creating a New Cloud-Based, API-First Infrastructure for Data, Analytics, and Applications

WealthTech-as-a-Service platform to deliver trade-ready, multi-custodial data, and mission-critical applications through a single API connection BridgeFT, a cloud-native, API-first Wealth Infrastructure software company that enables financial […]
January 24, 2023

T3 / Inside Information Survey is Still Open – but not for long!

The 2023 T3/Inside Information Software Survey is still live, but not for much longer.Over 3,000 responses have come in but we still need and want more! […]
January 24, 2023

What fee models are advisors using? Advyzon’s 2022 Billing & Fee Study may surprise you

Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently released “What Fee Models Are Advisors Using?“, a white […]
January 24, 2023

Lumiant Partners with DMW Strategic Consulting to Upgrade the Financial Advice Experience

The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience.
January 24, 2023

Elements Receives $5 Million in Funding from Flyover Capital

Seed round extension will further Elements' efforts to grow its client base and provide more innovative services
January 19, 2023

Featured speakers and agenda announced for T3 Technology Tools for Today Conference in Tampa, March 13-16, 2023

The big T3 Technology Conference is right around the corner! I hope you will join us March 13-16, 2023 in sunny Tampa, Florida. The Preliminary Agenda […]
January 19, 2023

FNZ to acquire YieldX

Advisors Can Access to FNZ’s end-to-end platform and YieldX’s fixed income portfolio management technology in one offering FNZ, the global wealth management platform, has agreed to […]
January 19, 2023

FP Alpha releases 2nd Generation Roth Conversion tool, The Roth Conversion Simulator

Allows advisors to instantly optimize, visualize, and quantify Roth conversions  FP Alpha, an AI-driven advanced planning platform for financial advisors has released the next iteration of […]
January 11, 2023

RISA and the Retirement Income Institute Release Groundbreaking Three-Part Research Series

Focused on consumer preferences, this empirically validated research offers a new way forward for retirement income planning
January 9, 2023

Employment, Education, and Family Insights Now Available in Catchlight

Catchlight, a firm dedicated to helping independent RIAs scale and grow organically through the use of powerful data and proprietary AI models, has recently added enhancements […]
December 15, 2022

STP Investment Services Acquires Leading Family Office and Wealth Advisory Fintech Solution, WealthSite

The acquisition brings STP’s AUA to over $400B and will accelerate the technology roadmap of the firm’s proprietary BluePrint™ platform