May 14, 2024

TradePMR Signs Top Technologist Jon Patullo

By Joel Bruckenstein, CFP RIA custodian TradePMR has scored a major coup, signing industry veteran Jon Patullo on as Chief Product Officer. Patullo brings a unique […]
February 15, 2024

Hot & Happening at T3 2024: A Conversation with Gary Carrai of LPL Financial

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 Named Wealthtech Firm of the Year in Wealth Solutions Report and Earns High Ratings in Advisor Software Survey

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 Shines as Best All-In-One Software Solution for 7th Consecutive Year

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 Debuts New Capabilities at #T32024

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

Ladder And Envestnet|Moneyguide Announce Integration to Provide Advisors Access to Insurance Offerings at T3 Conference

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 Alignment with New NYDFS Cybersecurity Assessment Regulatory Requirements at the T3 Conference

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

Benefits of Incorporating Trusts as an Effective Estate Tool the Topic of BOK Financial Presentation at T3 Conference

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

Ritholtz Wealth Management and AdvisorEngine® Partner to Usher in Good Advice at #T32024

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 Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey

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 Unveils Comprehensive Digital Marketing Report, Revealing Tactics for Financial Advisor Success at the 2024 T3 Conference

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 and Bob Veres Present Key Findings from 2024 T3 / Inside Information Software Survey at 2024 T3 Conference

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 […]