March 4, 2023
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 […]
February 15, 2024
In this special episode of “Hot and Happening at T3 2024”, recorded live at the 2024 T3 Technology Tools for Today conference, Marie Swift leads an insightful […]
February 15, 2024
Advyzon Investment Management (AIM) Partners with Nebo Wealth to Create Turnkey, End-to-End Solution
Advyzon Investment Management (AIM) announced a partnership with Nebo Wealth. AIM now powers and serves as a turnkey platform for Nebo Wealth, an end-to-end solution that […]
February 13, 2024
Kwanti achieved high client satisfaction ratings across multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in the […]
February 1, 2024
Advyzon recently achieved high client satisfaction ratings in multiple categories in the 2024 T3 / Inside Information Software Survey – including earning the highest rating in […]
January 29, 2024
Testimonial IQ, an online reputation management platform built for financial advisors, debuted three new capabilities at the Technology Tools for Today (T3) Conference held January 22 – 25, […]
January 26, 2024
Announced at the Technology Tools for Today (T3) Conference this week in Las Vegas, Ladder, the insurtech offering digital, flexible life insurance in minutes, announced an […]
January 25, 2024
FCI announces at the 20th Anniversary Technology Tools for Today (T3) Conference the alignment of its Cyber Safeguards and Technical Controls Assessment Services with the latest […]
January 25, 2024
When it comes to retaining and attracting additional trust revenue, it’s all about asking the right questions. Rosemary Hueser, senior vice president of BOK Financial Advisor […]
January 24, 2024
The leaders of AdvisorEngine®, the financial experience company, and Ritholtz Wealth Management, a national RIA which is home to some engaging financial podcasts, took center stage […]
January 24, 2024
TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), received the highest average advisor satisfaction rating from 2,917 financial advisors for its Fusion […]
January 24, 2024
Snappy Kraken, the marketing technology (martech) innovator serving financial advisors, today at the Technology Tools for Today (T3) Conference taking place from January 22 – 25, 2024 at […]
January 23, 2024
Joel Bruckenstein of Technology Tools for Today (T3) and Bob Veres of Inside Information presented their initial findings from the 2024 T3 / Inside Information Software […]