February 28, 2025

The 2025 T3 / Inside Information Software Survey to be Revealed Tuesday at T3 Conference

Once again, Bob Veres and Joel Bruckenstein will reveal the results of the annual technology survey at 5:20 p.m. CT on Tuesday, March 4, 2025 during […]
May 19, 2025

Arete Wealth Expands Technology Offering with Orion Collaboration

Arete Wealth, a leading broker-dealer and registered investment advisory firm, is pleased to announce a new agreement with Orion, a premier provider of transformative wealthtech solutions […]
May 16, 2025

AdvisorEngine Integrations Add AI Power, Greater Financial Data Access and Expanded Workflow Automation to Wealth Management Platform

AdvisorEngine Inc.® announced several platform integrations designed to boost advisor productivity and improve client service, tapping into wealth management’s fast-evolving segment of AI-powered tools. During its […]
May 15, 2025

Carson Group Strengthens Tech Stack with Launch of AI Assistant

Carson Group, a leading wealth advisory firm with over $42 billion* in assets under management (AUM), announced the launch of its new AI assistant, Steve. Developed […]
May 14, 2025

TIFIN Introduces AXIS: A New Productivity Platform of AI agents for Asset and Wealth Enterprises

TIFIN, a leader in AI for financial services, has announced the launch of TIFIN AXIS, a platform of AI agents designed to revolutionize middle office operations […]
May 13, 2025

Surge Ventures Launches SurgeONE.ai

Surge Ventures, a FinTech venture studio specializing in risk and regulatory innovation, announced the launch of SurgeONE.ai, the industry’s first integrated platform combining AI, expert services and secure […]
May 7, 2025

Jump and Cetera Join Forces to Further Enhance Compliance, Efficiency and Scalable Growth

Jump, a leading provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced its strategic relationship with Cetera Financial Group* (‘Cetera’), the […]
May 7, 2025

Vestmark Partners with Corient to Provide Consolidated Trading and Portfolio Management Across Entire Network of Advisors

Vestmark, Inc., a leading wealth management software and services provider, announced a strategic partnership with Corient, one of the nation’s largest and fastest-growing wealth advisors. Corient will utilize […]
April 23, 2025

T3 Hot & Happening 2025: Innovation, Insight, and the Future of Fintech for Financial Advisors – Part 1

If there’s one thing that rings true year after year, it’s this: the T3 Technology Tools for Today Conference is the destination for discovering what’s shaping […]
April 23, 2025

The Oasis Group and AdvisorEngine Release Research Report on Artificial Intelligence Note Takers

The Oasis Group, a leading consultancy for the wealth management industry, recently launched a new research report on Artificial Intelligence (AI) Note Takers, sponsored by AdvisorEngine […]
March 21, 2025

Flourish to Acquire Sora Finance, Creating First Comprehensive Deposits and Lending Platform for RIAs

Flourish announced that it has entered into a definitive agreement to acquire Sora Finance (Sora), an AI-driven liability optimization platform for advisors. The acquisition creates one of the […]
March 18, 2025

Advyzon Selected by Indivisible Partners to Power Wealth Platform

Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, today announced that it was selected by Indivisible Partners, a privately-owned […]
March 13, 2025

Franklin Templeton Partners with IMTC to Scale Fixed Income SMAs

IMTC, an industry-leading fixed income technology platform, proudly announces its new partnership with Franklin Templeton, a top-tier global asset manager. This collaboration enables Franklin Templeton to […]