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 […]
October 25, 2019
Published by T3NewsADM at October 25, 2019
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Dave Shindel, CEO & General Partner of United Planners Passes Away at Age 65

Monday, October 21, 2019 will be marked as one of the most difficult days in the 30+ year history of United Planners. The Executive Management Team had […]
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October 22, 2019
Published by T3NewsADM at October 22, 2019
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Timeline Retirement Income Software Integrates with SS&C’s Black Diamond® Wealth Platform to Power Robust Retirement Plans

Timelineapp Tech Limited today announced the integration of Timeline, its retirement income software, with SS&C’s Black Diamond® Wealth Platform. The integration enables Timeline users to efficiently import […]
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October 15, 2019
Published by T3NewsADM at October 15, 2019
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Bob Veres and Joel Bruckenstein Announce 2020 Software Survey Now Open

Bob Veres (www.BobVeres.com) and Joel Bruckenstein (www.JoelBruckenstein.com) have announced that their annual software survey is now open. For the past few years, Veres and Bruckenstein have […]
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October 14, 2019
Published by Joel Bruckenstein at October 14, 2019
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FiduciaryShield by BidMoni Brings a Turnkey 401(k) Solution to Financial Advisors

Fiduciary financial advisors should own the 401(k) market. There are still way too many high cost plans out there that have hidden fees, a sub-optimal line-up […]
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October 9, 2019
Published by T3NewsADM at October 9, 2019
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Say and InteliClear Partner to Offer Fully-Integrated Post Trade Broker/Dealer Technology Stack

Technology platform Say and post trade processing company InteliClear announced that they will integrate Say’s shareholder communications platform with InteliClear’s back-office brokerage operations technology. As part […]
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September 27, 2019
Published by T3NewsADM at September 27, 2019
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MaxMyInterest Partners with Radius Bank to Launch Premium High-Yield Checking Account

MaxMyInterest (“Max”), an intelligent cash management platform for individual investors and financial advisors, has expanded its relationship with Radius Bank, an industry-leading digital bank, to launch […]
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September 26, 2019
Published by T3NewsADM at September 26, 2019
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Oranj Launches Real-Time Notifications on its Wealth Management Platform for Financial Advisors

Oranj, an end-to-end wealth management solution that helps independent financial advisors streamline business and create a collaborative digital experience for their clients, today announced the launch […]
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September 12, 2019
Published by Joel Bruckenstein at September 12, 2019
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CFP Board to Grant Continuing Education Credit for Technology

In a major policy shift, the CFP Board plans to grant continuing education (CE) credit for technology programs. The CFP Board has not historically granted CE […]
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September 10, 2019
Published by T3NewsADM at September 10, 2019
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Morningstar Launches Goal Bridge to Help Improve Investor Outcomes

Morningstar, Inc., a leading provider of independent investment research, today launched Goal Bridge, a planning and proposal solution that enables advisors to connect goals-based planning and […]
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September 9, 2019
Published by Joel Bruckenstein at September 9, 2019
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Ten Years of Innovation and Collaboration Celebrated at TD Ameritrade Tech LINC

I recently had the pleasure of attending the 10th annual TD Ameritrade Tech LINC, formerly known as the TD Ameritrade Institutional Technology Summit. TD Ameritrade was […]
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August 29, 2019
Published by T3NewsADM at August 29, 2019
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RightCapital Provides Right Tools for Financial Planning Students

Twenty Universities Using Award-Winning Software to Educate Students, Train for Professional Positions, Give PFP Students a “Leg Up” RightCapital, a next-generation financial planning solution that provides […]
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