March 15, 2022
Published by Joel Bruckenstein at 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 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
Published by Joel Bruckenstein at 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
Published by Joel Bruckenstein at 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
Published by Joel Bruckenstein 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
Published by Joel Bruckenstein 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 […]
November 5, 2021
Published by Joel Bruckenstein at November 5, 2021
T3 is now offering a BOGO registration on both the T3 Advisor Conference and/or the T3 Enterprise Day. The T3 Advisor Conference is being held on […]
October 22, 2021
Published by Joel Bruckenstein at October 22, 2021
We are happy to announce the new T3 dates for 2022. T3 Advisor Conference: May 2-4, 2022. DevCon Workshop (running concurrently): May 2-3, 2022. T3 Enterprise Day: May 5, 2022.
September 29, 2021
New 3rd-Party Solution Provides Comprehensive Email Protection for Firms and their Clients Fidelity Institutional®, the division of Fidelity Investments dedicated to providing technology, solutions and insights […]
September 29, 2021
Advisors Will Be Able to Build a Diversified Portfolio of Stocks and ETFs for their Clients Based on the Dollar Amount They Want to Invest Fidelity […]
September 29, 2021
Riskalyze users to get enhanced capabilities and integration of the latest Allianz Life index variable and fixed index annuity products Riskalyze, has announced a new partnership with Allianz […]
September 29, 2021
Riskalyze, the company that invented the Risk Number®, has announced that it has formed a strategic partnership with Onramp Invest, a multiple cryptoasset Integration Platform as a Service (iPaaS) […]