June 10, 2020
Published by Joel Bruckenstein at June 10, 2020
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Financial Planning Magazine: Get the Story Right

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 […]
April 9, 2020
Published by T3NewsADM at April 9, 2020
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ATA RiskStation™ Rolling out Cloud-Based Risk Analytics for Financial Institutions Running on Oracle

ATA RiskStation, LLC, a cloud-based risk analytics and enterprise compliance solution provider, is a participant in the Oracle for Startups program, an initiative to support global […]
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April 6, 2020
Published by T3NewsADM at April 6, 2020
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Orion Offers Free Planning Platform to All Advisors Along with Corresponding Campaign Support Through COVID-19 Crisis, Develops ‘Business as Usual’ Program for Firms Unable to Work From Home Due to Installed Software

With the COVID-19 pandemic causing widespread disruption to the stock market, economy, and financial world as a whole, financial advisors are responding to a surge in […]
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April 3, 2020
Published by T3NewsADM at April 3, 2020
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Orion’s Model Marketplace, Communities, Unifies Scale, Quality, and Control With Wide Ranging Investment Options

There’s an unspoken catch-22 in the investment world, where fiduciary-minded advisors need to grow their businesses, but often don’t want to forego control with a hands-off […]
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April 2, 2020
Published by T3NewsADM at April 2, 2020
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NaviPlan® Client Portal Free to All Advisors Through December 2021

Advicent announces that the client portal in its NaviPlan® financial planning platform will be available at no charge to all financial advisors, including current client portal users, […]
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April 1, 2020
Published by T3NewsADM at April 1, 2020
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AdvisorPeak Announces Operation Rebalance Platform Open to Financial Advisors Free of Charge Through Second Quarter 2020

AdvisorPeak announced Operation Rebalance, a platform experience designed to provide investment advisors full use of AdvisorPeak’s trading and rebalancing platform free of charge through the end of the 2nd Quarter […]
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March 31, 2020
Published by T3NewsADM at March 31, 2020
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Envestnet Announces Leadership Appointments

The Board of Directors of Envestnet, Inc. announced today the following leadership appointments, effective immediately: William Crager as Chief Executive Officer of Envestnet, Inc. Stuart DePina […]
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March 27, 2020
Published by Joel Bruckenstein at March 27, 2020
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Top 6 Mistakes Advisors Make When Working from Home – and How to Avoid Them

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 […]
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March 20, 2020
Published by T3NewsADM at March 20, 2020
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Covisum and FinMason Partner to Bring Heavy-Tailed Risk Model to Help with Volatile Markets

FinMason, an investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has partnered with Covisum®, a financial technology company […]
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March 17, 2020
Published by Joel Bruckenstein at March 17, 2020
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There’s Change Afoot at Pershing: New Leadership Charts Course, Adds Subscription Model

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 […]
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March 13, 2020
Published by T3NewsADM at March 13, 2020
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AdvisorTouch Announces the Integration of their Workflow System into Wealthbox CRM

AdvisorTouch, formerly known as Fox Financial Planning Network, officially announced today the completion of the integration of AdvisorTouch’s custom workflow templates and system into Wealthbox CRM. […]
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March 12, 2020
Published by T3NewsADM at March 12, 2020
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TradePMR Rolls Out Refined Trading Tools on Custodial Platform Fusion

Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology […]
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March 11, 2020
Published by T3NewsADM at March 11, 2020
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Snappy Kraken Webinar to Focus on Reaching Prospects During Volatile Markets

Snappy Kraken, a MarTech company that helps financial advisors automate and scale their marketing, knows from first-hand experience that the opportunity to win clients and gather […]
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