January 22, 2024

Data Lakes: Steering the New Wave in Wealth Management Technology

By Craig Iskowitz and Henry Zelikovsky The wealth management sector is witnessing a technological renaissance, and at the heart of this transformation is data. With the […]
November 1, 2023

T3 Named by Kitces “Best Advisor Tech Conference” for 2024

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 […]
September 11, 2023

T3 / Inside Information Tech Survey 2023 Open Now

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 […]
August 11, 2023

Schwab Continues to Improve Their Advisor Facing Technology

By Joel Bruckenstein, CFP With so much of the market’s attention focuses on the outcome of the upcoming transfer of TD Ameritrade accounts to the Schwab […]
July 8, 2023

Important Lessons From the MOVEit Hack

By Joel Bruckenstein About two weeks ago it was widely reported that two major financial services firms, Genworth and Jackson National, suffered data breaches due to […]
June 9, 2023

Pershing Disrupts the RIA Custodial Sector with Wove

A multi-custodial, open architecture operating system By Joel Bruckenstein, CFP In an era of rapid technological advancements and evolving investor expectations, Pershing X, a fintech business […]
May 3, 2023

Michael Kitces and Shawna Ohm Get Real at the T3 Conference in Tampa

Everything you (n)ever wanted to know about Michael Kitces’ iconic blue shirt, presentation logic and topics for Kitces.com
March 4, 2023

AI to Help You Write Better

Ghostwriter Can Speed Up Your Content Creation By Joel Bruckenstein, CFP If you are a financial advisor who struggles writing content for your blog, or if […]
January 19, 2023

Featured speakers and agenda announced for T3 Technology Tools for Today Conference in Tampa, March 13-16, 2023

The big T3 Technology Conference is right around the corner! I hope you will join us March 13-16, 2023 in sunny Tampa, Florida. The Preliminary Agenda […]
October 18, 2022

Helios Announces Launch of Helios Tools, Bringing Model Customization Capabilities Backed by Quantitative Investment Research to Financial Advisors

An alternative to both the traditional TAMP and in-house Chief Investment Officer, Helios is redefining the OCIO role.