February 20, 2020
Published by T3NewsADM at February 20, 2020
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Financial Industry to Give Consumers More Control Over Their Data

To give consumers more control over their data, FMR LLC, the parent company of Fidelity Investments, today announced the spin-off of Akoya℠ as an independent company that will be jointly […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Financial Advisor Software Survey Results Unveiled at T3 Conference in San Diego

In the largest survey of its type in the industry, Bob Veres (www.bobveres.com) and Joel Bruckenstein (www.joelbruckenstein.com) shed new light on the market share of most […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Advice Systems, Inc. Unveils AI Driven Automated Personal Financial Advice Software at the 2020 T3 Advisor Conference

Advice System Inc. (ASI), an early stage personal financial technology company, unveiled its flagship product, Intelligent Decision Tools™ (IDT), a new and unique category of personal […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Motive Partners Acquires Majority Interest of Fiserv Investment Services Business, Unveils Rebrand and Growth Vision

Motive Partners, a specialist private equity firm focused on technology-enabled business and financial services companies, today announced the closing of its previously announced transaction with Fiserv, […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Twenty Over Ten Launches Lead Pilot, an Inbound Marketing Solutions for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing

Twenty Over Ten, an industry-leading SaaS company, formally launched Lead Pilot, one of the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. Twenty Over […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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FMG Suite Adds New AI-Powered Content and Announces Record Business Growth

FMG Suite, LLC, a private San Diego-based company delivering a leading cloud-based marketing automation platform for financial service professionals, today announced the addition of Curator™––an artificial […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Hitting $12B in AUM, Carson Doubles Down on Cutting Tech Costs for Partners

Carson Group, one of the fastest growing financial services firms in the country, announced that as of April 1, 2020, Carson will cover technology costs for […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Indyfin, a Unique Growth Solution for Financial Advisors, Launches in Texas

Indyfin, a new prospecting and growth solution for financial advisors, recently launched in Texas. Indyfin takes the risk out of sourcing leads for financial advisors by […]
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February 18, 2020
Published by T3NewsADM at February 18, 2020
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Andrew Altfest Launches New AI-Driven Advisor Technology, FP Alpha

FP Alpha, an AI-powered technology solution for financial advisors, was launched today by Andrew Altfest, President of Altfest Personal Wealth Management. FP Alpha is the first […]
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