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 […]
February 16, 2023
Wicked Pissah podcast host and past FPA MA President, Jeffrey Tomaneng, CFP®, asked me to do an interview, pulling back the curtain on the upcoming T3 Conference in Tampa – which is right around the corner.
February 9, 2023
Opto’s private investment platform will empower RIAs to build customized private markets portfolios using funds from distinguished investment managers
February 7, 2023
New capital comes from existing investors Portage and Fidelity International Strategic Ventures with participation from BNY Mellon and RBC
January 31, 2023
Myriad Advisor Solutions (Myriad) announced that Chief Operating Officer, Danielle White (White) has as of January 1, 2023, been promoted to Chief Executive Officer. White takes […]
January 26, 2023
Kwanti announced the release of Kwanti Screener, a new feature that allows advisors to screen for best performing assets and find the right investment opportunities for […]
January 25, 2023
WealthTech-as-a-Service platform to deliver trade-ready, multi-custodial data, and mission-critical applications through a single API connection BridgeFT, a cloud-native, API-first Wealth Infrastructure software company that enables financial […]
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 […]