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February 5, 2018
Published by T3NewsADM at February 5, 2018
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Leading Game Theorist and Capital Preferences Launch “Risk Essentials” Client Profiling System and FitScore Methodology

Capital Preferences, a behavioral economics, decision science and financial technology firm, has announced the launch of TrueProfile.com – and their first product called Risk Essentials which is available […]
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February 5, 2018
Published by T3NewsADM at February 5, 2018
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Covisum’s Tax Clarity™ Software Helps Advisors Distinguish Taxable Income for Clients, New White Paper Identifies Three Biggest Hurdles Advisors Face when Talking Taxes

Talking taxes can be tricky for advisors, yet it is a critical piece of retirement planning. Regulations, and industry standards limit who can provide “tax advice.” […]
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February 5, 2018
Published by Joel Bruckenstein at February 5, 2018
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TD Ameritrade Institutional Proves Just How Laser-Focused They are on Advisor Technology

If you had any doubt about who the technology thought leader among the major RIA custodians is, the 2018 LINC Conference should have put those doubts […]
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February 2, 2018
Published by T3NewsADM at February 2, 2018
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AI Token to Confirm Verified Accredited Investor Status Now Available through North Capital

North Capital, a provider of technology and brokerage services for exempt securities offerings, is now offering a utility token (a.k.a., an AI token), that can be […]
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February 1, 2018
Published by Mark Hoffman at February 1, 2018
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Risk-smart, Tax-smart Multiple Account and Product Optimization could be the Next Big Thing

The typical household has five or six accounts spread among two or three advisors.  As these families look toward the future, they want to know how […]
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January 31, 2018
Published by T3NewsADM at January 31, 2018
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FCI and cleverDome Team Up to Thwart Cyber Threats

FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
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January 26, 2018
Published by Matthew Peterson at January 26, 2018
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Blockchain and the Future of Financial Services

“Blockchain technology will revolutionize the ­­­­__________ industry.” The above sentence, with the appropriately filled in blank, has been written thousands of times on internal business plans, […]
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January 23, 2018
Published by T3NewsADM at January 23, 2018
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First-of-its-Kind Student Competition to Take Place at the 2018 T3 Advisor Conference Feb. 6-9 in Ft. Lauderdale

Financial advisory firms hoping to meet the next generation of talent will find just what they are looking for at this year’s T3 Advisor Conference. Not […]
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January 19, 2018
Published by T3NewsADM at January 19, 2018
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When is real innovation in the mortgage industry going to begin?

The future of mortgage lending holds tremendous promise, but today’s industry vision for how to leverage emerging technology is far too fixated on cost reduction to […]
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