January 21, 2019
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 […]
January 29, 2019
Today, Covisum launched Income InSightTM, a new fully-integrated platform that quickly and easily shows the impact of different decisions within a client’s financial plan. Covisum’s newest […]
January 29, 2019
NVISO, a Swiss based fintech company providing software that detects human emotions from facial micro-expressions and interprets thinking styles, has released a behavioral assessment solution that […]
January 29, 2019
Ladder, the company that has built life insurance to be instant, simple and smart, today introduced Ladder for Advisors at the T3 Advisor Conference, the leading […]
January 29, 2019
NEXA Insights, creator of a total advisor solution for gathering client feedback, analyzing responses and providing visual, focused insights, today announced at the T3 Technology conference […]
January 29, 2019
Today as the 16th annual T3 Technology Conference for Financial Advisors commenced in Denton, Texas, cleverDome, Inc.™, a B-Corporation that provides a community-driven solution to protect […]
January 29, 2019
Today at the 2019 T3 Advisor Conference, Wells Fargo Advisors announced a new service aimed at supporting advisors who want to become fee-only Registered Investment Advisors […]
January 28, 2019
Panoramix, an innovative advisor technology platform, announced that the company has passed the $10 billion milestone for assets on the Panoramix platform. In only its third […]
January 28, 2019
Yourefolio, a leader in professional driven estate and legacy planning software, announced today the release of new and enhanced flowcharting capabilities. “Icons“– visual displays of assets, […]
January 28, 2019
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 […]
January 28, 2019
RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, announced that industry veteran Pietro La Greca has […]
January 23, 2019
Advyzon, an all-in-one, cloud-based financial advisor technology platform, announced an integration with Riskalyze, a risk assessment tool and creator of the Risk Number®. This integration allows […]
January 23, 2019
Raymond James Financial, Inc. (NYSE: RJF) announced that it has entered into a definitive purchase agreement to acquire Silver Lane Advisors LLC, a boutique investment bank […]