March 12, 2018
Published by T3NewsADM at March 12, 2018
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FinMason Hires 25-Year Industry Veteran to Launch New Investment Analytics Consulting Group

FinMason, a leading provider of investment analytics, announced today the launch of the FinMason Investment Analytics Consulting (FinIAC) group, a full-time team of subject-matter experts working […]
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March 9, 2018
Published by T3NewsADM at March 9, 2018
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SmartAsset’s New SmartAdvisor Tool Delivers Vetted Client Prospects to Financial Advisors

SmartAsset, a financial technology company empowering millions of people with automated personalized financial advice, expanded its offerings to Financial Advisors in its recent launch of the SmartAdvisor […]
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February 26, 2018
Published by T3NewsADM at February 26, 2018
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Vestmark Unveils Research Portal to Support Vestmark Manager Marketplace®

Vestmark, a leading provider of wealth management solutions, announced the launch of a research portal to support the Vestmark Manager Marketplace® (VMM). The new portal helps […]
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February 23, 2018
Published by T3NewsADM at February 23, 2018
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Risk Profiling Platform TrueProfile Adds Financial Services Veterans Jeff Miller and Steve Schultz to Advisory Board

TrueProfile LTD, a division of Capital Preferences and provider of a unique platform for financial advisors that reveals their clients’ true risk tolerance, loss aversion and decision consistency as […]
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February 8, 2018
Published by T3NewsADM at February 8, 2018
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AdvisorEngine Unveils New Experience for Prospects and Clients at 15th Annual T3 Advisor Conference

Traditional static client portals are becoming a thing of the past. Financial advisors serving all types of clients – from high net worth to mass affluent […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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MX® and MoneyGuidePro® to Provide Advisors and Their Clients with Data Aggregation and Personal Financial Management Options

Today, at the T3 Advisor Conference in Ft. Lauderdale, Florida, MoneyGuidePro® and MX® announced a new partnership designed to help consumers actively manage their financial lives. […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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YCharts and Dynasty Financial Partners to Provide RIAs With a Tailored Institutional Investment Platform

Dynasty Financial Partners and YCharts today at the T3 Advisor Conference announced a multiyear extension of their partnership to provide Dynasty’s Network Advisory Firms with YCharts’ […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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New Advisor Technology Solutions From Fidelity® Announced at T3 Conference

While at the T3 Technology Conference for financial advisors today, Fidelity® announced new technology tools – that will be accessible via WealthscapeSM – designed to help […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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Raymond James Launches Longevity Planning Resources for Financial Advisors, Partners with Everplans to Help Clients Prepare for the Unexpected

Raymond James launched a suite of longevity planning resources to support the firm’s 7,300 financial advisors as they guide clients through challenges associated with longer retirements. […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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SMArtX Offers Direct Indexing for Free, Adds Several Thomson Reuters/S-Networks ESG Best Practice Indexes

SMArtX Advisory Solutions (“SMArtX”), a Turnkey Asset Management Platform (TAMP), announced at the T3 Conference the expansion of its direct indexing with 14 new models from […]
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