November 9, 2017
Published by Joel Bruckenstein at November 9, 2017
Categories

Maintaining Marital Bliss at Retirement: MoneyGuidePro’s New App Can Help

At a time when divorce rates are dropping for younger adults, the divorce rate for older Americans is rising significantly. Among U.S. adults ages 50 and […]
Do you like it?0
0 Read more
November 2, 2017
Published by Joel Bruckenstein at November 2, 2017
Categories

Riskalyze: Much More than a Risk Number

From a humble beginning five years ago, Riskalyze has grown rapidly to become the industry leader among third party risk assessment software (Source: 2017 Software Survey […]
Do you like it?0
0 Read more
October 23, 2017
Published by Joel Bruckenstein at October 23, 2017
Categories

Royal Bank of Canada Leveraging Artificial Intelligence for Personal Finance

The Royal Bank of Canada is launching new AI-powered services that provide personalized financial guidance and an automated savings program through the bank’s existing mobile application. […]
Do you like it?0
0 Read more
September 22, 2017
Published by Joel Bruckenstein at September 22, 2017
Categories

AdvisorEngine: An Integrated Wealth Management Platform

Although we’ve been following developments at AdvisorEngine for a while now, this is the first time T3 has devoted an article exclusively to the firm. That’s […]
Do you like it?0
0 Read more
July 25, 2017
Published by Joel Bruckenstein at July 25, 2017
Categories

Technology Champions are Key to Upgrades Done Right

For financial advisors, the message is loud and clear: invest in technology now or risk being left behind. But there is more to investing in technology […]
Do you like it?0
0 Read more
June 20, 2017
Published by Joel Bruckenstein at June 20, 2017
Categories

Fidelity Updates Advisor Technology Study: eAdvisors Experience Higher AUM, Compensation, Job Satisfaction

Two years ago, Fidelity Clearing & Custody SolutionsSM (FCCS), released their first eAdvisor study. The study instantly became a favorite of ours because it clearly indicates […]
Do you like it?0
0 Read more
May 24, 2017
Published by Joel Bruckenstein at May 24, 2017
Categories

Using Two Factor Authentication with MS Office 365 Business Edition

I’ve had the pleasure of co-presenting with Brian Edelman, the President of Financial Computer, Inc. on numerous occasions over the last several years. Recently, as Brian […]
Do you like it?0
0 Read more
April 25, 2017
Published by Joel Bruckenstein at April 25, 2017
Categories

How eMoney Advisor Strategically Transformed Their Client Onboarding Experience

The financial technology industry is going through a transformation that is making customer success seamless and effortless. eMoney Advisor is a leader in revolutionizing how clients […]
Do you like it?2
0 Read more
Load more