September 29, 2021
Published by T3NewsADM at September 29, 2021
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Panoramix Launches my529 Plan Integration for Direct Access to Utah Investments

Performance reporting and billing technology platform expands integration network to include my529.org, one of a few “five cap” rated college savings plans by SavingForCollege.com for both […]
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August 27, 2021
Published by T3NewsADM at August 27, 2021
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Hg Purchases a Majority Stake in Riskalyze

Riskalyze, Inc., an industry-leading risk-centric wealth management platform serving financial advisors, enterprises, and asset managers; and Hg, a leading global investor in software and services, today […]
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August 27, 2021
Published by T3NewsADM at August 27, 2021
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Orion Offers Free Financial Planning Tech For All Advisors With Pro Bono Clients

Zero-cost planning tools and data aggregation help advisors volunteer life-changing service To encourage advisors to volunteer their expertise in a time of extraordinary need, Orion Advisor […]
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August 20, 2021
Published by Joel Bruckenstein at August 20, 2021
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Important Update: The T3 Conference is being pushed to 2022

Dear friends and members of the T3 community, Unfortunately, the Delta Variant and continuing concerns about coronavirus transmission have forced us to make a difficult decision. […]
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June 21, 2021
Published by T3NewsADM at June 21, 2021
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Orion Advisor Solutions Breaks New Ground Blending Behavioral Psychology with Award-Winning Advisor Technology

Advisor tech gets a behavioral boost, embedding the science of psychology into everyday workflows and tools To bridge the ‘behavior gap’ and improve investor outcomes, Orion […]
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June 16, 2021
Published by T3NewsADM at June 16, 2021
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Introducing the Inaugural INVENT 2021 WealthTech DevCon Produced In Partnership with T3

Senior Developers and Architects from leading wealth management enterprise firms and technology vendors will gather for a two day workshop at the T3 Conference, September 27-28, […]
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June 9, 2021
Published by T3NewsADM at June 9, 2021
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Come one, come all: The 18th Annual T3 Event is happening in Texas this fall

Have you marked your calendars – or, better yet, already registered for the big week in Texas? We are planning for this to be our biggest and best year yet. It'll be a big week full of interesting announcements, sessions and camaraderie. Financial services executives who support financial advisors and financial advisors who work directly with clients are invited to join us. T3 conferences cover everything you need to know about technology and how it can be used as a lever for your firm.
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May 25, 2021
Published by T3NewsADM at May 25, 2021
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Hot Off the Press: A Conference Survey from Bob Veres and Joel Bruckenstein

The advisor community is collectively figuring out when we’ll start back attending in-person conferences – and, of course, deciding which conferences to attend.  But there really […]
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May 18, 2021
Published by T3NewsADM at May 18, 2021
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The Colonial Pipeline Ransomware Attack: A Wake-Up Call for Wealth Managers

Ransomware attacks soared 158% in North America last year and 300% in the US. Ransomware industry growth driven by remote work, inadequate training, and rising cryptocurrency […]
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May 4, 2021
Published by T3NewsADM at May 4, 2021
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Orion Teams With FeeX For Management of Held-Away Assets

Data integration grants advisors compliant, secure, direction of 401(k)s and other accounts Orion Advisor Solutions, a provider of the tech-enabled fiduciary framework that empowers financial advisors […]
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