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 […]
May 4, 2020
Published by T3NewsADM at May 4, 2020
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Shareholders Service Group Partners with AdvisorPeak

Institutional-Grade Rebalancing Platform Available to SSG Members Shareholders Service Group (SSG) and AdvisorPeak recently announced a new agreement for the benefit of advisors who custody with […]
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May 1, 2020
Published by T3NewsADM at May 1, 2020
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Timelineapp Launches Digital Academy Training Platform and Announces New Resources For Financial Advisors

Timelineapp Tech Limited (Timeline), a fintech company that provides financial advisors with next-generation retirement income software, recently launched the Timeline Digital Academy, which will deliver a […]
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April 30, 2020
Published by T3NewsADM at April 30, 2020
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Oranj Adds to its Model Marketplace for Financial Advisors Mutual Funds with the Long-Standing Value Line Funds Family

Oranj, a single platform for financial advisors to streamline portfolio management and client service, today announced that Value Line Funds has joined the growing list of […]
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April 29, 2020
Published by T3NewsADM at April 29, 2020
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Docupace Secures Growth Equity Investment from FTV Capital

Docupace, a leader in cloud-based digital operations software for wealth management firms, today announced it has secured a significant growth equity investment from FTV Capital, a […]
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April 23, 2020
Published by T3NewsADM at April 23, 2020
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Vestmark Partners with Redi2, Giving VestmarkONE® Platform Users Access to Scalable Billing Tool for Managed Accounts

Vestmark, Inc. announces a strategic partnership with Redi2 Technologies, Inc. that will give financial institutions and registered investment advisors (RIAs) access to the Redi2 Wealth Manager™ billing […]
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April 22, 2020
Published by Joel Bruckenstein at April 22, 2020
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A Brief Conversation with Tegra118 CEO Cheryl Nash

It has been a very interesting few months for Cheryl Nash and her team at Tegra118. As recently as the beginning of this year, she ran […]
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April 20, 2020
Published by Charles Reiling at April 20, 2020
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How Will COVID-19 Affect the Way the Financial Services Industry Does Business? CoastalOne President Charles Reiling Weighs In

While this crisis is unique – as most crises tend to be – we’ve gone through others before (9/11, 2008 recession, etc.), and we’ve come through […]
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April 17, 2020
Published by T3NewsADM at April 17, 2020
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ATA RiskStation Selects FinMason to Deliver Lipper Data via API

FinMason, a FinTech firm and investment analytics provider that enables WealthTech platforms to accelerate development and time-to-market, today announced that it has partnered with ATA RiskStation, […]
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April 16, 2020
Published by T3NewsADM at April 16, 2020
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Envestnet | Yodlee and Charles Schwab Enter Financial Data Access Agreement

Envestnet | Yodlee, a data aggregation and analytics platform powering dynamic, cloud-based innovation for digital financial services, announced today that it has come to terms with Charles Schwab […]
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April 16, 2020
Published by T3NewsADM at April 16, 2020
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Holistiplan Brings “Solve for Max” to Market

Holistiplan has announced the formal roll-out of a new feature called “Solve for Max” – an enhancement to their award-winning program that can now with “Solve […]
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April 16, 2020
Published by David Lyon at April 16, 2020
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Cutting Technology Costs Can Strengthen Your Business

The technology that supports your investment advisory and financial planning business is an important factor in your success. But for many advisory firms, the cost of […]
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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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