Posts

January 9, 2020

T3 Pre-Con Session “Digital Assets Explained” to be Led by Ric Edelman and the RIA Digital Assets Council

Is Bitcoin just another tulip bulb? Or a truly global transformation?At first glance, Bitcoin looks like any other pump-and-dump scheme. But a deeper examination reveals a […]
January 8, 2020

ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their […]
January 7, 2020

Envestnet Credit Exchange Adds TD Bank; LightStream, a Division of SunTrust; Nationwide; and First Citizens Bank

Envestnet announced that it will provide financial advisors access to a select lineup of lenders on its recently launched Envestnet Credit Exchange platform. Together, TD Bank; […]
December 30, 2019

Advyzon Ups Its Game: An Underappreciated, Compelling Value in a Crowded Field

When it comes to portfolio management and accounting software, there is no lack of competition. Albridge has historically done well among hybrid RIAs, although Morningstar, which […]
December 26, 2019

T3 Student Competition 2020 Promises to Delight and Surprise

Once again, in 2020, for the third year in a row, CFP programs around the country will compete for dominance in RIA technology development. The annual […]
December 18, 2019

Golden Nuggets from the 2019 T3 Enterprise Conference

Editor’s notes: Keena Pettijohn, founder and CEO of Lifelogixs Strategic Consultancy Group, was kind enough to write up the following summaries based on her experience attending […]
December 13, 2019

SEI Launches Developer Portal

SEI announced the launch of the SEI Developer Portal (the Portal), a global, self-service offering featuring SEI’s suite of application programming interfaces (APIs) for web, mobile, […]
December 12, 2019

Financial Advisors’ Clients Don’t Feel Engaged and Desire More Personalized Communications, According to YCharts Survey Data

YCharts, an investment research, analytics, and client communications platform, announced the results of the company’s How Can Advisors Better Communicate with Clients? survey. The data revealed […]
December 11, 2019

BlackRock and 55ip Make Model Portfolios Less Taxing

55ip, an investment strategy engine that empowers advisors to automate tax management using sophisticated quantitative capabilities, announced its partnership with BlackRock Model Portfolios. The partnership will […]