June 10, 2020
By Joel Bruckenstein, CFP Disclosure: I originated the Financial Planning Technology Survey over a decade ago. I ceased writing for Financial Planning some time ago, in […]
March 27, 2020
Generally speaking, financial advisors and the firms that serve them have done a tremendous job of responding to the COVID-19 crisis. Although many of us are […]
March 17, 2020
As Mark Tibergien gets ready to hand over the leadership of Pershing’s RIA business to his protégé Ben Harrison, there is change afoot at Pershing. The […]
March 2, 2020
In a world where phones, computers, and the internet are a core part of our daily lives, there is no questioning the power of digital marketing […]
February 26, 2020
In the 2020 T3/Inside Information Software Survey for Financial Advisors — which with 5175 valid responses is the largest survey of its kind — released at […]
February 24, 2020
Every year, the T3 Advisor conference officially kicks off fintech announcement season. There are other notable industry events that happen before T3 in January, but it’s […]