Once again, Michael Kitces and the Kitces Report have dubbed T3 as the best technology conference of its kind. The T3 Advisor Tech Conference in 2024 […]
This is an invitation to participate in our annual Software Survey, where financial advisors rate the products/solutions they use in their office on a scale of […]
Financial advisors to benefit from the rapid ability to customize FTSE Russell indices on the Syntax Direct platform Syntax Data, a leading provider of direct indexing […]
Syntax Data, a leading provider of direct indexing technology, today announced a partnership with global index provider, FTSE Russell, to integrate its indices on the Syntax […]
New partnership with TaxStatus powers simplified and rapid verification of family tax information within a unified admissions solution VenturEd Solutions, a leading provider of cloud-based admissions, […]
Envestnet, a leading provider of integrated technology, intelligent data, and wealth solutions, has announced the appointment of Chris Todd as Chief Executive Officer, effective January 21, […]
Ashley Hardaway, Dr. Efthymia Antonoudi, and Dr. Terrance K. Martin bring strong backgrounds in mentorship, professional development and wealth management to the FinServ Foundation FinServ Foundation, […]
Morningstar, Inc., a leading provider of independent investment insights, has introduced Direct Advisory Suite, a modern software application for financial advisors and investment professionals. The comprehensive application […]
Deal Brings Advisor-Specific Gen AI SaaS Directly to Advisors WESTON, Mass. – January 14, 2025 – Advisor360°, a leading provider of integrated technology for enterprise wealth […]
Joel Bruckenstein and T3 are offering a special End-of-the-Year BOGO for the 2025 T3 Conference! Register now to take the 2024 tax deduction and get this limited-time […]
Orion announced a definitive agreement to acquire Summit Wealth Systems. When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of […]
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a robust new integration with iCapital1, the global fintech […]