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January 26, 2017
Published by T3NewsADM at January 26, 2017
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Financial Firms Use Robo Technology to Complement Existing Service Models (Vestmark Poll)

Vestmark, a leading provider of Unified Wealth Management® solutions, recently sponsored a Webinar which, through, the use of live polling revealed some interesting industry sentiment on […]
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January 23, 2017
Published by T3NewsADM at January 23, 2017
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Garrett Planning Network Announces Partnership with RightCaptial

The Garrett Planning Network, an organization of fee-only financial planners established by Sheryl Garrett, CFP®, in 2000, recently announced they have selected RightCapital, Inc., a financial planning […]
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January 20, 2017
Published by T3NewsADM at January 20, 2017
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Tamarac Adds Straight-Through Processing Directly from its Trading Application, Deepens TD VEO Integration

Envestnet | Tamarac has enhanced the level of integration between its Advisor Rebalancing® application (www.tamaracinc.com) and TD Ameritrade Institutional’s Veo® custody platform, enabling advisors to submit trades directly […]
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January 20, 2017
Published by T3NewsADM at January 20, 2017
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Oranj Further Streamlines Wealth Management for Advisors and their Clients, Enhances Dashboard

Oranj has launched an upgraded version of its digital advice platform for financial advisors and their clients, further simplifying wealth management for both parties while also […]
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January 19, 2017
Published by T3NewsADM at January 19, 2017
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Cabinet Document Management Solutions Acquired by PSIGEN Software, Inc.

PSIGEN Software, Inc., a company that provides advanced document capture and scanning solutions, today announced that it has acquired Cabinet Document Management Solutions. PSIGEN will continue […]
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January 18, 2017
Published by T3NewsADM at January 18, 2017
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Advicent and Janney Montgomery Scott announce strategic technology partnership

Advicent, a leading financial planning technology provider, announced this morning their strategic partnership with Janney Montgomery Scott (Janney), a full-service wealth management, financial services and investment […]
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January 17, 2017
Published by T3NewsADM at January 17, 2017
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Advisor Group Unveils Enhancements to Create Competitive Advantages in Fiduciary Era

Advisor Group, one of the nation’s largest networks of independent financial advisory firms, comprised of SagePoint Financial, FSC Securities Corporation, Woodbury Financial and Royal Alliance, last week […]
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January 16, 2017
Published by T3NewsADM at January 16, 2017
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T3 Announces Job Fair for CFP Students, Feb 14-17, 2017 in California

Thinking of attending the T3 Advisor Conference in February? Here is yet another reason! New this year: A job fair for entry-level financial planners and multiple […]
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January 16, 2017
Published by T3NewsADM at January 16, 2017
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RightCapital Launches Enterprise Solution; Inks Deal With Parsonex

RightCapital announced last week the release of an enterprise solution version of the firm’s financial planning platform. Its planning software platform includes capabilities to help advisors comply […]
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