January 28, 2019
Published by Robb Baldwin at January 28, 2019
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Independent Financial Advisors Can Wear Many Hats: Here’s One You May Want to Avoid

Editor’s note: Robb Baldwin, the founder, President and CEO of TradePMR, spoke at the T3 Elite Advisors Symposium in December 2018. This article is an adaptation […]
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January 21, 2019
Published by T3NewsADM at January 21, 2019
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Showdown at T3 Advisor Conference: Student Teams Take Center Stage in “T3 Mash Up” Competition

Come watch four teams from CFP programs around the country compete for dominance in RIA technology development. The “T3 Mash Up” competition brings a mix of […]
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January 11, 2019
Published by George Svagera at January 11, 2019
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What to Look For When It’s Time to Change Your Advisor Tech

The little banner across the face of your iPhone reminds you that it’s time to update your software, and it won’t go away until you accept […]
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December 3, 2018
Published by Kyle Hiatt at December 3, 2018
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How to Choose the Best Tech for Large and Growing Firms

As your advisory firm grows, your business goals and the technology you need to support those goals will inevitably change. A solo advisor in their first […]
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November 15, 2018
Published by Joel Bruckenstein at November 15, 2018
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FISERV Ups Their Financial Planning Game

When discussion among financial technologists turns to financial planning software, FISERV is generally not one of the first names to enter the discussion. Many often forget […]
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October 29, 2018
Published by Bob Veres at October 29, 2018
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Covisum makes it easy to provide Social Security advice, model current and future tax situations, and give more realistic estimates of downside portfolio risk

What’s missing in traditional financial planning analytics? Here are a few things to consider. As it turns out there are a few gaps. Financial planning grew […]
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September 24, 2018
Published by Bob Veres at September 24, 2018
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Automated Investing is Finally Here – In an Unlikely Package

Most of us know that so-called “robo-advisory platforms” represent the future. A number of advisors are already delegating their smallest accounts to Schwab Intelligent Portfolios, Betterment […]
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September 14, 2018
Published by Joel Bruckenstein at September 14, 2018
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FUSE 2.0 — An Insider’s Report: Orion Re-imagines Their Hackathon with Great Success

A little over five years ago, I was delighted to be invited by Eric Clarke, the CEO of Orion Advisor Services, to serve as a judge […]
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August 28, 2018
Published by Joel Bruckenstein at August 28, 2018
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Schwab Pivots on PortfolioConnect, Doubles Down on Custody Platform: PortfolioConnect to be Free for Assets Custodied at Schwab

After years of telling advisors that their next generation portfolio management product, PortfolioConnect would be multi-custodial, Schwab is abandoning that pledge. Furthermore, Andrew Salesky, Senior Vice […]
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