August 20, 2021
Dear friends and members of the T3 community, Unfortunately, the Delta Variant and continuing concerns about coronavirus transmission have forced us to make a difficult decision. […]
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 […]