Posts

April 19, 2016

Traffic Jams to Growth: Four Barriers Slowing Down Your RIA

It’s said the only certainties in life are death and taxes. I’d like to add another to that list: Traffic jams. Unless you’ve spent your entire […]
April 18, 2016

A Match Made in Heaven: Advizr and Riskalyze Integrate

Enabling financial advisers to offer powerful and simplified technologies that deliver highly robust solutions to clients is of paramount importance across the independent financial planning, investment […]
April 18, 2016

MoneyGuidePro’s G4 Overview Released

April 6, 2016

Schwab Closing Down OneView Integrated Office

Schwab Advisor Services recently told existing users of the Schwab OneView Integrated Office that they will be discontinuing the offering as of July 31, 2016. The […]
March 28, 2016

Insights from a New Pershing/Aite Digital Advisor Study

Pershing just released a new study entitled “The Emerging Digital Advisor” in collaboration with Aite, an independent research firm. The study highlights five things that readers […]
March 17, 2016

Mike Durbin Announces eMoney’s New CEO

March 17, 2016

The Perfect Man for the Job

After a comprehensive executive search, eMoney has named Ed O’Brien as the firm’s new CEO. They could not have made a better choice. A thirty-year Fidelity […]
March 16, 2016

FINRA Issues a Report on Digital Advice

As digital investment advice platforms gain traction in the marketplace, it should come as no surprise that FINRA is taking a closer look at how these […]
February 9, 2016

Welcome to the New T3 Technology Hub

Welcome to the new T3 Technology Hub. If you want all the latest news plus in-depth reporting on financial services technology, you’ve come to the right […]
February 9, 2016

What eAdvisors Do Right

By Tricia Haskins, Fidelity Clearing & Custody Solutions How technology can help lead to better business results We’ve come a long way since high-tech in wealth […]