June 1, 2022
A Note from Joel Bruckenstein: For those of you who do not know him, Bob Veres is the dean of financial advisory journalists, and one of […]
June 7, 2022
Stuart DePina Steps down as President; Tony Leal named President of EnvestNet WealthTech Group Envestnet has announced organizational changes to the Envestnet financial wellness ecosystem by […]
June 7, 2022
The enhanced suite contains three core components that are all natively connected: performance reporting, rebalancing and fee billing AdvisorEngine® announced today the release of its upgraded […]
May 3, 2022
Joel Bruckenstein and Bob Veres just released the 2022 T3/Inside Information Software Survey, which is available as a PDF download now. The survey report ranks, by […]
May 2, 2022
Published by Joel Bruckenstein at May 2, 2022
On Friday, April 29, 2022, we began posting a variety of news releases that came out last week as they pertain to the T3 Technology Conference […]
April 26, 2022
It has never been more important for financial advisors to find new business and connect with people who need a financial advisor’s help. Catchlight Insights LLC’s […]
April 22, 2022
Written by Joel Bruckenstein, Technology Tools for Today, and John O’Connell, Oasis Group, the duo asks financial advisors one question – do you own your client […]
April 22, 2022
Integration enables independent advisors to access Schwab data and perform workflows directly from Salesforce Schwab Advisor Services is developing a new app integration with Salesforce Financial […]
April 19, 2022
Acquisition will further Orion’s mission to connect every stage of the advisor-client journey in a cohesive, tech-driven experience Orion Advisor Solutions, a provider of transformative wealthtech […]
April 5, 2022
New GIPS compliance requirement for daily calculations now integrated into Panoramix’s performance reporting technologies, replacing no-longer compliant ‘Modified Dietz’ approach Panoramix, an advisor technology platform, has […]
March 31, 2022
Black Diamond founder Reed Colley and veteran Advent Software executive Anthony Sperling launch a new platform to enable RIAs to create their own private tech stack […]
March 22, 2022
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has announced the launch of a new turnkey asset management program […]
March 15, 2022
Published by Joel Bruckenstein at March 15, 2022
Joel Bruckenstein, President of Technology Tools for Today (T3), has opened registration for the 2022 T3 Advisor Conference and Enterprise Day, marking the return of two […]