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 […]
April 5, 2022
New GIPS compliance requirement for daily calculations now integrated into Panoramix’s performance reporting technologies, replacing no-longer compliant ‘Modified Dietz’ approach Panoramix, an advisor technology platform, has […]
March 22, 2022
Advyzon, a comprehensive technology platform and portfolio management solution for financial advisors and investment managers, has announced the launch of a new turnkey asset management program […]
March 15, 2022
Joel Bruckenstein, President of Technology Tools for Today (T3), has opened registration for the 2022 T3 Advisor Conference and Enterprise Day, marking the return of two […]
January 20, 2022
Empowers Advisors to Offer More Personalized Advice FP Alpha, an artificial intelligence-driven, holistic financial planning solution, and Envestnet | MoneyGuide, an industry leader in client-centered financial […]
January 18, 2022
The Successor to Junxure Looks Promising AdvisorEngine®, the provider of client relationship management (CRM) and portfolio management technology, has just announced the launch of AdvisorEngine CRM. […]
January 12, 2022
Riskalyze, which provides industry-leading risk assessment and portfolio analytics to tens of thousands of financial advisors, has announced the appointment of 26-year veteran of Morningstar Tricia Rothschild to its board of directors. […]
January 11, 2022
By Joel Bruckenstein, CFP As someone who has been reviewing advisor technology for over 20 years, I have seen a lot of advisor-focused technology firms come […]
December 21, 2021
T3 is currently offering a special promotion.Act now to lock it in! Our holiday special allows an advisory firm principal to bring a next-gen firm leader […]
December 9, 2021
SmartRIA’s End-to-End Solution Helps Financial Advisory Practices Simplify & Optimize Compliance Workflows Dynasty Financial Partners (Dynasty) and MarketCounsel, together, announced a strategic partnership with SmartRIA at […]
November 24, 2021
While 2020’s harsh realities stunned the nation and financial advisors who were on the frontline worked to reassure their clients and manage safety risks and emotions at […]
November 12, 2021
Available Today for TD Ameritrade Advisors, Coming Soon to the Schwab Platform By Joel Bruckenstein, CFP Tax sensitive, location sensitive rebalancing software has become a “must […]