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 […]
January 24, 2020
Published by T3NewsADM at January 24, 2020
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AdvisorPeak and Totum Risk Announce New Data Integration & Partnership

Totum Risk and AdvisorPeak are pleased to announce their new data integration and partnership. The robust integration simplifies the advisor experience by embedding Totum’s risk analysis […]
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January 23, 2020
Published by T3NewsADM at January 23, 2020
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Act Analytics Launches New ESG Portfolio Analytics Platform for RIAs

Act Analytics, an innovative investment analytics technology platform, announced the launch of a new Environmental, Social and Governance (ESG) portfolio analytics platform that will enable Registered […]
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January 20, 2020
Published by Michael Kitces at January 20, 2020
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Find New Advisor Technology Solutions at the T3 Advisor Conference

Editor’s note: Every year since 2012, financial advisor and industry influential Michael Kitces has published a list of “best conferences” for advisor consideration. This guest post […]
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January 9, 2020
Published by T3NewsADM at January 9, 2020
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T3 Pre-Con Session “Digital Assets Explained” to be Led by Ric Edelman and the RIA Digital Assets Council

Is Bitcoin just another tulip bulb? Or a truly global transformation?At first glance, Bitcoin looks like any other pump-and-dump scheme. But a deeper examination reveals a […]
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January 8, 2020
Published by T3NewsADM at January 8, 2020
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ONIMCO Launches the Envestnet Insurance Exchange for its Advisors

Envestnet, Inc. has announced that O.N. Investment Management Co. (ONIMCO) launched the Envestnet Insurance Exchange, an insurance network providing access to reputable insurance carriers and their […]
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January 7, 2020
Published by T3NewsADM at January 7, 2020
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Envestnet Credit Exchange Adds TD Bank; LightStream, a Division of SunTrust; Nationwide; and First Citizens Bank

Envestnet announced that it will provide financial advisors access to a select lineup of lenders on its recently launched Envestnet Credit Exchange platform. Together, TD Bank; […]
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December 26, 2019
Published by Joel Bruckenstein at December 26, 2019
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T3 Student Competition 2020 Promises to Delight and Surprise

Once again, in 2020, for the third year in a row, CFP programs around the country will compete for dominance in RIA technology development. The annual […]
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December 18, 2019
Published by Keena Pettijohn at December 18, 2019
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Golden Nuggets from the 2019 T3 Enterprise Conference

Editor’s notes: Keena Pettijohn, founder and CEO of Lifelogixs Strategic Consultancy Group, was kind enough to write up the following summaries based on her experience attending […]
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December 13, 2019
Published by T3NewsADM at December 13, 2019
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SEI Launches Developer Portal

SEI announced the launch of the SEI Developer Portal (the Portal), a global, self-service offering featuring SEI’s suite of application programming interfaces (APIs) for web, mobile, […]
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December 12, 2019
Published by T3NewsADM at December 12, 2019
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Financial Advisors’ Clients Don’t Feel Engaged and Desire More Personalized Communications, According to YCharts Survey Data

YCharts, an investment research, analytics, and client communications platform, announced the results of the company’s How Can Advisors Better Communicate with Clients? survey. The data revealed […]
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December 11, 2019
Published by T3NewsADM at December 11, 2019
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BlackRock and 55ip Make Model Portfolios Less Taxing

55ip, an investment strategy engine that empowers advisors to automate tax management using sophisticated quantitative capabilities, announced its partnership with BlackRock Model Portfolios. The partnership will […]
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