November 12, 2021

iRebal Gets a Major Overhaul

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 […]
June 21, 2021
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Orion Advisor Solutions Breaks New Ground Blending Behavioral Psychology with Award-Winning Advisor Technology

Advisor tech gets a behavioral boost, embedding the science of psychology into everyday workflows and tools To bridge the ‘behavior gap’ and improve investor outcomes, Orion […]
June 9, 2021
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Come one, come all: The 18th Annual T3 Event is happening in Texas this fall

Have you marked your calendars – or, better yet, already registered for the big week in Texas? We are planning for this to be our biggest and best year yet. It'll be a big week full of interesting announcements, sessions and camaraderie. Financial services executives who support financial advisors and financial advisors who work directly with clients are invited to join us. T3 conferences cover everything you need to know about technology and how it can be used as a lever for your firm.
May 25, 2021
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Hot Off the Press: A Conference Survey from Bob Veres and Joel Bruckenstein

The advisor community is collectively figuring out when we’ll start back attending in-person conferences – and, of course, deciding which conferences to attend.  But there really […]
May 4, 2021
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Orion Teams With FeeX For Management of Held-Away Assets

Data integration grants advisors compliant, secure, direction of 401(k)s and other accounts Orion Advisor Solutions, a provider of the tech-enabled fiduciary framework that empowers financial advisors […]
April 20, 2021
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AdvisorEngine completes integration with Schwab Advisor Center ® to deliver personalization at scale for independent advisors

For the first time, RIAs can access Schwab Advisor Center client data as part of AdvisorEngine’s end-to-end technology platform AdvisorEngine®, the financial experience company, announced today […]
April 16, 2021
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GCF Launches “FinVal” Business Valuation Technology Platform for Financial Advisors

Digital valuation tool will enable Financial Advisors to simply and easily generate comprehensive business valuations, creating new opportunities to work with high-potential business owner prospects and […]
April 16, 2021
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Orion Advisor Solutions Completes HiddenLevers Acquisition, Announces Preferred Pricing & Integration Timeline

Orion Advisor Solutions  has announced the completion of its acquisition of HiddenLevers, laying out an ambitious 12-month roadmap charting the integration of HiddenLevers’ enhancements to Orion’s […]
April 8, 2021
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Envestnet Acquires Harvest Savings & Wealth Technologies

Envestnet has acquired fintech innovator Harvest Savings & Wealth Technologies, which provides automated goals-based saving tools and wealth solutions to banks, credit unions, trust companies, and […]
March 31, 2021
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Advisor Websites and Snappy Kraken Partner to Make Marketing Easier for Financial Advisors

New integration allows advisors to easily implement and monitor automated marketing campaigns through their website platform Connecting with clients just got more streamlined for financial advisors, […]
March 30, 2021
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Envestnet MoneyGuide Launches Two New Blocks

‘Spend vs. Borrow’ and ‘Mortgage Refinance’ Blocks to Enhance Ongoing Advisor-Client Conversations  Envestnet | MoneyGuide announced the launch of two new blocks – the Spend vs. […]
March 23, 2021
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FIRST RATE LAUNCHES NEW AI-DRIVEN INNOVATIONS AND ENHANCED DATA AGGREGATION CAPABILITIES

First Rate, a  provider of financial service technology solutions to the wealth management marketplace, has announced the release of a completely redesigned and enhanced technology platform. […]
March 23, 2021
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FP Alpha Launched New Tax Tool for Advisors: The Tax Snapshot

FP Alpha, an AI-driven document automation and planning recommendation engine, launches new enhancement to their tax planning module, The Tax Snapshot FP Alpha, an AI-driven wealth […]