June 1, 2022
A Note from Joel Bruckenstein: For those of you who do not know him, Bob Veres is the dean of financial advisory journalists, and one of […]
January 22, 2024
Testimonial IQ, an online reputation management platform built for financial advisers, will debut three new capabilities at the upcoming Technology Tools for Today (T3) Conference January […]
January 22, 2024
Brooklyn Investment Group, LLC will be showcasing at T3’s 20th anniversary and fintech conference in Las Vegas its tech-powered, personalized, tax-managed solution that combines equities and […]
January 22, 2024
Myriad Advisor Solutions (Myriad), a long-established, full-service business advisory firm, is celebrating the company’s 15th anniversary by launching two new powerhouse initiatives designed to streamline and protect […]
January 17, 2024
iCapital’s investment technology platform is now integrated with Morningstar Advisor Workstation and provides 170,000 financial advisors with access to alternative investments and research. Morningstar, Inc. a […]
January 17, 2024
AdvisorEngine, the financial experience company, continues to strengthen its wealth management platform to provide investment advisors control over their client experience and achieve greater operational efficiency. […]
January 8, 2024
In this fun video interview Marie Swift, President and CEO of Impact Communications, Inc. talks with T3 mastermind Joel Bruckenstein about what to expect at this […]
January 4, 2024
Advyzon also taps Impact to speak at, promote their inaugural conference for financial advisors Impact Communications (Impact) has signed on to do PR for and promote […]
December 6, 2023
Sora Finance, an easy-to-use decision-support software that helps wealth managers and financial advisors visualize, analyze, and act to optimize the liabilities side of their clients’ balance […]
December 1, 2023
A new whitepaper called “Innovative Strategies for Financial Advisors: Harnessing the Alts Tech Advantage” is available now. Developed in partnership with research provider Blue Vault, fintech consulting […]
November 9, 2023
CAIS announced the launch of its new SaaS platform, CAIS Solutions, which uses the power of CAIS technology to centralize and streamline alternative investment funds, no matter […]
November 1, 2023
RiXtrema announces the launch of its newest AI product, RemAI. RemAI has the power to revolutionize research, communication, and trading in financial markets. The new product […]
November 1, 2023
Once again, Michael Kitces and the Kitces Report have dubbed T3 as the best technology conference of its kind. The T3 Advisor Tech Conference in 2024 […]