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 […]
January 24, 2023
The 2023 T3/Inside Information Software Survey is still live, but not for much longer.Over 3,000 responses have come in but we still need and want more! […]
January 24, 2023
Advyzon, a comprehensive service and technology platform and portfolio management solution for financial advisors and investment managers, recently released “What Fee Models Are Advisors Using?“, a white […]
January 24, 2023
The partnership will support advisors as they pivot toward a more memorable, impactful and deeply personal financial planning experience.
January 24, 2023
Seed round extension will further Elements' efforts to grow its client base and provide more innovative services
January 19, 2023
The big T3 Technology Conference is right around the corner! I hope you will join us March 13-16, 2023 in sunny Tampa, Florida. The Preliminary Agenda […]
January 19, 2023
Advisors Can Access to FNZ’s end-to-end platform and YieldX’s fixed income portfolio management technology in one offering FNZ, the global wealth management platform, has agreed to […]
January 19, 2023
Allows advisors to instantly optimize, visualize, and quantify Roth conversions FP Alpha, an AI-driven advanced planning platform for financial advisors has released the next iteration of […]
January 11, 2023
Focused on consumer preferences, this empirically validated research offers a new way forward for retirement income planning
January 9, 2023
Catchlight, a firm dedicated to helping independent RIAs scale and grow organically through the use of powerful data and proprietary AI models, has recently added enhancements […]