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 […]
January 28, 2019
Published by T3NewsADM at January 28, 2019
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Pietro La Greca Joins RightCapital, Series A Fund Round to Fuel More Innovation

RightCapital, a next-generation financial planning solution that provides advisors with the ability to create custom comprehensive financial plans, announced that industry veteran Pietro La Greca has […]
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January 23, 2019
Published by T3NewsADM at January 23, 2019
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Advyzon Launches Integration with Riskalyze to Streamline Portfolio Management

Advyzon, an all-in-one, cloud-based financial advisor technology platform, announced an integration with Riskalyze, a risk assessment tool and creator of the Risk Number®. This integration allows […]
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January 23, 2019
Published by T3NewsADM at January 23, 2019
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Raymond James Financial to acquire boutique investment bank Silver Lane Advisors

Raymond James Financial, Inc. (NYSE: RJF) announced that it has entered into a definitive purchase agreement to acquire Silver Lane Advisors LLC, a boutique investment bank […]
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January 23, 2019
Published by T3NewsADM at January 23, 2019
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TradePMR Mentors CFP Students and Student Tech Talent with “Big Reveal” Slated for January 31, 2019

TradePMR, a brokerage and custodian services provider, is supporting a team of four University of South Florida students at this year’s T3 Technology Conference for financial advisors […]
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January 21, 2019
Published by T3NewsADM at January 21, 2019
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Showdown at T3 Advisor Conference: Student Teams Take Center Stage in “T3 Mash Up” Competition

Come watch four teams from CFP programs around the country compete for dominance in RIA technology development. The “T3 Mash Up” competition brings a mix of […]
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January 11, 2019
Published by George Svagera at January 11, 2019
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What to Look For When It’s Time to Change Your Advisor Tech

The little banner across the face of your iPhone reminds you that it’s time to update your software, and it won’t go away until you accept […]
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January 8, 2019
Published by T3NewsADM at January 8, 2019
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Comprehensive Client Portal from United Capital Gives Clients 24/7 Access to their Financial Lives

United Capital Financial Advisers LLC (“United Capital”), a financial life management firm has announced its new GuideCenterSM mobile app, available now on the App Store and […]
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December 18, 2018
Published by T3NewsADM at December 18, 2018
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E*TRADE Launches Referral Network for Advisors to Expand Wealth Management Services to It’s Customers

E*TRADE Financial Corporation announced the launch of the E*TRADE Advisor Network, a national referral program that connects independent financial advisors to potential clients who need wealth […]
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December 14, 2018
Published by T3NewsADM at December 14, 2018
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Financial Institutions Streamline Investment Management Operations with Cloud-based Solution from Fiserv

Fiserv, Inc., a global provider of financial services technology solutions, announced that it is helping to simplify investment management fee billing and invoice operations for financial institutions […]
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