August 11, 2023
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 […]
December 27, 2024
Joel Bruckenstein and T3 are offering a special End-of-the-Year BOGO for the 2025 T3 Conference! Register now to take the 2024 tax deduction and get this limited-time […]
December 19, 2024
Orion announced a definitive agreement to acquire Summit Wealth Systems. When the transaction closes in early 2025, Summit’s CEO, Reed Colley, will join Orion as President of […]
December 10, 2024
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced a robust new integration with iCapital1, the global fintech […]
December 5, 2024
Apex Fintech Solutions Inc. (“Apex”) and Advyzon are thrilled to announce the expansion of their strategic partnership focused on integrating with Advyzon Investment Management (“AIM”), an […]
November 30, 2024
Financial Advisors and Staff – purchase one pass at the regular price and receive a second pass free for the T3 Conference, happening March 3-6 in […]
November 28, 2024
Financial Advisors and Staff Members: Don’t Miss This Black Friday Offer! Buy One Pass at Regular Price. Get One Pass Free to the T3 Conference to […]
November 27, 2024
SIX, the Swiss-based global financial data expert, announces partnership with Syntax, a leader in innovative financial data and technologies. Starting today, SIX customers can access Syntax’s […]
November 19, 2024
Robinhood Markets, Inc. has entered into an agreement to acquire TradePMR, a custodial and portfolio management platform for Registered Investment Advisors (RIAs). With over 25 years […]
November 18, 2024
Advyzon announced a new product offering from Advyzon Institutional called Auria. Evolving from Advyzon’s all-in-one platform, Auria is purpose built for the needs of UHNW clients […]
November 12, 2024
Kwanti, a portfolio analytics solution aiding financial advisors and investment managers with prospect conversion, client retention, model management, and more, recently announced two new enhancements to […]
October 29, 2024
Amplify Platform (“Amplify”), a unified all-in-one wealth management platform for financial services, welcomes its newest client Kingswood Wealth Advisors (“Kingswood”), a network of independent wealth management firms that oversees […]
October 24, 2024
Holistiplan, the award-winning tax planning software for financial advisors, announces the upcoming launch of its new Estate Planning tool. More than $84 trillion in assets will be transferred […]