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 […]
February 13, 2020
Published by T3NewsADM at February 13, 2020
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RightCapital Introduces RightPay

RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, has introduced RightPay, a web-based service that enables […]
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January 31, 2020
Published by T3NewsADM at January 31, 2020
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Orion Leverages Financial Planning Acquisition to Drive Advisor Growth and Elevate the Client Experience

Orion Advisor Tech (“Orion”), a division of Orion Advisor Solutions and a premier provider of financial advisor technology and enhanced investment solutions, announced significant progress toward […]
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January 29, 2020
Published by T3NewsADM at January 29, 2020
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Workplace By OS33 Announces New Cloud Security And Compliance Solution At FSI OneVoice 2020

Workplace by OS33, an Ambassador Sponsor of FSI, is proud to announce at FSI OneVoice 2020 its unveiling of Workplace Stronghold, an advanced, purpose-built cloud security […]
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January 28, 2020
Published by T3NewsADM at January 28, 2020
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Timeline Retirement Planning Software and Redtail Technology Announce Integration

Timelineapp Tech Limited (Timeline), a fintech company that provides advisors with next-generation retirement income software, and Redtail Technology (Redtail), a leading provider of client relationship management […]
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January 28, 2020
Published by John Bowen at January 28, 2020
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The Hierarchy of Advisor Success

Editor’s note: John Bowen, founder and CEO of CEG Worldwide, will speak at the T3 Advisor Conference on February 19, 2020 from 11:55 am – 12:25 […]
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January 27, 2020
Published by T3NewsADM at January 27, 2020
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FMG Suite Launches MarketingCentral for Cetera Financial Group

FMG Suite, a SaaS company specializing in marketing software and services for financial advisors and insurance agents, announced that it has launched MarketingCentral by Cetera​®​––an enterprise solution that delivers […]
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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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