June 28, 2022
The Version of MoneyGuide Blocks We have All Been Waiting For By Joel Bruckenstein, CFP When MoneyGuide Blocks first launched a few years ago, the folks […]
July 19, 2022
Schwab’s accelerated investment in advisor technology continues to yield new digital tools that help independent advisors pursue growth and increase efficiency Schwab Advisor Services has introduced […]
July 19, 2022
True North Networks has joined forces with RightSize Solutions to become Visory, a provider of technology management, cybersecurity and hosting solutions for independent registered investment advisors […]
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
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 […]