June 5, 2020
Published by Joel Bruckenstein at June 5, 2020
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It Looks Like the Schwab/TD Ameritrade Merger is a Done Deal

By Joel Bruckenstein, CFP It appears that the Schwab and TD Ameritrade merger is a done deal. The Department of Justice has signed off on the […]
March 4, 2020
Published by T3NewsADM at March 4, 2020
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Morningstar to Acquire Software Provider PlanPlus Global

Morningstar, Inc., a leading provider of independent investment research, today announced it has reached an agreement to acquire PlanPlus Global, a financial-planning and risk-profiling software firm […]
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March 2, 2020
Published by Jordan MacAvoy at March 2, 2020
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Navigating Compliance as a Financial Advisor

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 […]
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February 26, 2020
Published by Marie Swift at February 26, 2020
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New Intel and Marketing Solutions Revealed at T3 in San Diego

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 […]
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February 24, 2020
Published by Johnny Sandquist at February 24, 2020
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Highlights from the 2020 T3 Advisor Conference in San Diego

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 […]
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February 21, 2020
Published by T3NewsADM at February 21, 2020
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Envestnet Offers a “New Playbook” for Advising Gens Y & Z

Over 3 decades, economic changes have reshaped the financial lives and dreams of young Americans, impacting Millennials the hardest. In this new white paper, written by […]
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February 20, 2020
Published by T3NewsADM at February 20, 2020
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E*TRADE Acquired by Morgan Stanley

Morgan Stanley and E*TRADE Financial Corporation have entered into a definitive agreement under which Morgan Stanley will acquire E*TRADE, a leading financial services company and pioneer […]
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February 20, 2020
Published by T3NewsADM at February 20, 2020
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Financial Industry to Give Consumers More Control Over Their Data

To give consumers more control over their data, FMR LLC, the parent company of Fidelity Investments, today announced the spin-off of Akoya℠ as an independent company that will be jointly […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Financial Advisor Software Survey Results Unveiled at T3 Conference in San Diego

In the largest survey of its type in the industry, Bob Veres (www.bobveres.com) and Joel Bruckenstein (www.joelbruckenstein.com) shed new light on the market share of most […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Advice Systems, Inc. Unveils AI Driven Automated Personal Financial Advice Software at the 2020 T3 Advisor Conference

Advice System Inc. (ASI), an early stage personal financial technology company, unveiled its flagship product, Intelligent Decision Tools™ (IDT), a new and unique category of personal […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Motive Partners Acquires Majority Interest of Fiserv Investment Services Business, Unveils Rebrand and Growth Vision

Motive Partners, a specialist private equity firm focused on technology-enabled business and financial services companies, today announced the closing of its previously announced transaction with Fiserv, […]
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February 19, 2020
Published by T3NewsADM at February 19, 2020
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Twenty Over Ten Launches Lead Pilot, an Inbound Marketing Solutions for Financial Advisors Built to Drive Qualified Prospects Through Hyper-Personalized Content Marketing

Twenty Over Ten, an industry-leading SaaS company, formally launched Lead Pilot, one of the industry’s first-ever AI-powered all-in-one solution for content creation and distribution. Twenty Over […]
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