September 14, 2018
A little over five years ago, I was delighted to be invited by Eric Clarke, the CEO of Orion Advisor Services, to serve as a judge […]
August 17, 2018
One of the best and most significant annual technology conferences for advisors is one that is not open to advisors: The TD Ameritrade Institutional Technology Summit. […]
August 16, 2018
FinMason, an award-winning investment analytics company, announced that they are rolling out a Euro-denominated version of their investment analytics platform. This enhancement marks a continuation of […]
August 1, 2018
Did you know that as of the first quarter of 2018, smartphone users had access to nearly 4 million apps on the GooglePlay Store and 2 […]
July 31, 2018
Allianz Life Insurance Company of North America announced that it is partnering with Orion Advisor Services, LLC (Orion), a top portfolio management solution provider for registered investment advisors. […]
July 30, 2018
PIMCO and WisdomTree Asset Management have each joined the line-up of best-in-class asset managers who have made their model portfolios and products available on the free […]
July 27, 2018
AdvisorEngine, a company that provides wealth management technology within the financial services industry, is helping advisory firms tackle the complexity of fee billing and revenue management. […]
July 26, 2018
InvestmentPOD for Advisors, a digital advice platform, announced that the company has received a strategic investment from the ScratchWorks Fintech Accelerator. ScratchWorks connects innovative tech companies […]
July 25, 2018
In 2017, North Capital rolled out its transaction platform, TransactCloud, which enables the offering of exempt securities, including tokenized securities. North Capital Private Securities is a custodial […]
July 24, 2018
Fiduciary Trust Company International, a global wealth manager and wholly-owned subsidiary of Franklin Templeton Investments, announced a collaboration with Advizr, a provider of next-generation profiling, advisory […]
July 23, 2018
LifeYield LLC, a cloud-based solution that facilitates tax-smart, risk-smart management of an investor’s entire household portfolio, unveiled a fully-updated edition of the LifeYield Advantage Suite® software. The […]
July 20, 2018
As T3 readers are well aware, there are numerous rules and regulations that require financial advisors to protect sensitive consumer data. Some of those regulations require […]
July 19, 2018
RBC Wealth Management – U.S. unveiled a new, customizable practice management program designed to help individual advisors and advisor teams grow their business, improve their quality […]