January 25, 2022

First Look-AdvisorEngine CRM

A Worthy Successor to Junxure By Joel Bruckenstein, CFP I have been following AdvisorEngine CRM and its predecessor Junxure for an exceedingly long time. It was […]
January 20, 2022
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Envestnet | MoneyGuide, FP Alpha Announce Integration

Empowers Advisors to Offer More Personalized Advice FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial […]
January 18, 2022
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Introducing AdvisorEngine CRM

The Successor to Junxure Looks Promising AdvisorEngine®, the provider of client relationship management (CRM) and portfolio management technology, has just announced the launch of AdvisorEngine CRM. […]
January 12, 2022
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Riskalyze Appoints Tricia Rothschild to Board of Directors

Riskalyze, which provides industry-leading risk assessment and portfolio analytics to tens of thousands of financial advisors, has announced the appointment of 26-year veteran of Morningstar Tricia Rothschild to its board of directors.    […]
January 11, 2022

MoneyGuide Elite with Wealth Studios

By Joel Bruckenstein, CFP As someone who has been reviewing advisor technology for over 20 years, I have seen a lot of advisor-focused technology firms come […]
December 21, 2021

Half Off Holiday Special from T3 Expires January 3 11:59 PM ET

T3 is currently offering a special promotion.Act now to lock it in!​ Our holiday special allows an advisory firm principal to bring a next-gen firm leader […]
December 9, 2021
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Dynasty Financial Partners & MarketCounsel Announce Strategic Partnership with SmartRIA

SmartRIA’s End-to-End Solution Helps Financial Advisory Practices Simplify & Optimize Compliance Workflows Dynasty Financial Partners (Dynasty) and MarketCounsel, together, announced a strategic partnership with SmartRIA at […]
November 24, 2021

Advisor Technology in a Post-Covid World

While 2020’s harsh realities stunned the nation and financial advisors who were on the frontline worked to reassure their clients and manage safety risks and emotions at […]
November 12, 2021

iRebal Gets a Major Overhaul

Available Today for TD Ameritrade Advisors, Coming Soon to the Schwab Platform By Joel Bruckenstein, CFP Tax sensitive, location sensitive rebalancing software has become a “must […]
November 5, 2021

New BOGO offer for 2022 T3 events ends Nov. 26, 2021

T3 is now offering a BOGO registration on both the T3 Advisor Conference and/or the T3 Enterprise Day. The T3 Advisor Conference is being held on […]
October 22, 2021

Good news! T3 Events are back on track for 2022

We are happy to announce the new T3 dates for 2022. T3 Advisor Conference: May 2-4, 2022. DevCon Workshop (running concurrently): May 2-3, 2022. T3 Enterprise Day: May 5, 2022.
September 29, 2021
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Fidelity Institutional® Announces Access to New Cybersecurity Solution for Wealth Management Firms

New 3rd-Party Solution Provides Comprehensive Email Protection for Firms and their Clients Fidelity Institutional®, the division of Fidelity Investments dedicated to providing technology, solutions and insights […]
September 29, 2021
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Fidelity Institutional® Announces Launch of Real-Time Fractional Share Trading of Stocks and ETFS for Advisors

Advisors Will Be Able to Build a Diversified Portfolio of Stocks and ETFs for their Clients Based on the Dollar Amount They Want to Invest  Fidelity […]