September 9, 2019
Published by Joel Bruckenstein at September 9, 2019
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Ten Years of Innovation and Collaboration Celebrated at TD Ameritrade Tech LINC

I recently had the pleasure of attending the 10th annual TD Ameritrade Tech LINC, formerly known as the TD Ameritrade Institutional Technology Summit. TD Ameritrade was […]
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August 28, 2019
Published by Joel Bruckenstein at August 28, 2019
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Technology Was Center Stage at Recent LPL Focus Conference

From the moment I set foot in the San Diego Convention Center, the site of the recently concluded LPL Focus Conference, the technology focus was evident. […]
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July 16, 2019
Published by Joel Bruckenstein at July 16, 2019
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Salesforce to Offer New, Low Cost Financial Services Cloud Solution to Financial Advisors

Salesforce, the world’s leading CRM platform provider, announced today the release of a new bundled solution for financial services professionals. Dubbed “Grow Client Relationship Fast Start” […]
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July 11, 2019
Published by Joel Bruckenstein at July 11, 2019
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Platform Wars Heat Up as Orion Acquires Advizr

Orion Advisor Services, LLC (“Orion”), a leading portfolio management solution provider for registered investment advisors, announced today it has acquired Advizr, Inc., a financial planning and […]
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May 30, 2019
Published by David Lyon at May 30, 2019
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Advisory Firms Must Adopt and Promote User-Friendly Digital Interfaces Now

No matter where you sit, technology is a major part of our lives, both personal and professional. The decisions about what we use and how we […]
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May 21, 2019
Published by Marie Swift at May 21, 2019
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Technology Insights from the Tiburon CEO Summit

Held twice a year for the past 18 years, the Tiburon CEO Summit has become one of the most sought-after tickets in the world of finance. […]
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April 23, 2019
Published by Joel Bruckenstein at April 23, 2019
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There’s More to Orion’s New Brand Unity Than Meets the Eye

A year of major acquisitions from the biggest names in the fintech space has been a gut check for many advisors. As they pay increasing attention […]
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March 29, 2019
Published by Bob Veres at March 29, 2019
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Winners and Losers at T3’s 2019 Advisor Tech Conference

By now, you’ve probably read several summaries of the recent T3 Advisor Conference in Denton, TX—and chances are, you were still left scratching your head. That’s […]
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