October 20, 2025
It’s that time of year when independent financial advisors, RIA leaders, and practice managers can shape the future of advisor technology. The annual T3 / Inside […]
January 22, 2026
Aidentified, Inc., a Wealth Networking Intelligence™ platform, announced the launch of its new Starter Plan, expanding access to AI-powered relationship intelligence with greater flexibility and cost […]
January 22, 2026
Jump, a provider of artificial intelligence (AI) solutions for financial advisors and other financial services providers, announced a strategic partnership with Focus Financial Partners (‘Focus’), an interdependent partnership […]
January 20, 2026
BX Partners, a research-driven investment consulting platform serving chief investment officers (CIOs), financial advisors, registered investment advisers (RIAs), and broker-dealers, announced the launch of BX Risk Shield™, […]
January 15, 2026
Income Lab Teams Up with Cetera to Deliver Scalable, Tax-Smart Retirement Planning Tools to Advisors
Income Laboratory, Inc. (Income Lab), the award-winning provider of dynamic, tax-smart retirement planning software, announced a partnership with Cetera Financial Group (“Cetera”), the premier financial advisor Wealth Hub. […]
January 14, 2026
I don’t think the T3 pre-conference “AI University” (March 9, 2026, in New Orleans) is getting the attention it deserves. If you’re not familiar with T3 […]
January 13, 2026
VRGL, a growth solution for wealth management firms, announced a strategic relationship with Focus Financial Partners (“Focus”), an interdependent partnership of wealth management, business management, and […]
January 9, 2026
iAltA Holdings, the WestCap-backed private markets infrastructure company, announced the acquisition of BridgeFT, a cloud-native, API-first wealth infrastructure software company that enables financial institutions, fintech innovators, and […]
January 6, 2026
Hubly, a powerful workflow management platform that provides efficiency and visibility to registered investment advisors (RIAs) and wealth management firms, today announced a transformative expansion of […]
December 23, 2025
T3’s Technology Conference for financial professionals, which is widely known as the wealth management industry’s most established and trusted technology event, will debut T3 AI University […]
December 22, 2025
Envestnet, a leading provider of Adaptive WealthTech for financial advisors, announced the rollout of its fourth-quarter platform technology updates for the Envestnet | Tamarac platform, delivering meaningful improvements […]
December 17, 2025
Archive Intel, an AI-powered communications compliance platform for financial institutions, announced its new integration with Microsoft Dynamics 365, enabling users to automatically import and sync business contacts […]
December 16, 2025
Advisor360°TM announced the industry’s first AI-native wealth operating system, featuring a reimagined advisor experience. For the first time, the company’s award-winning technology is available to firms […]