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 […]
May 14, 2019
Published by T3NewsADM at May 14, 2019
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TradePMR Named a Winner of 2019 Excellence in Customer Service

TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by Business Intelligence Group. TradePMR was one […]
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May 13, 2019
Published by T3NewsADM at May 13, 2019
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Industry Veterans Launch New Portfolio Rebalancing Software AdvisorPeak

Several industry veterans have joined together to form AdvisorPeak, a new portfolio trading and rebalancing platform focused on the wealth management industry. Damon Deru, founder and former […]
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May 10, 2019
Published by T3NewsADM at May 10, 2019
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IFP Selects AdvisorEngine to Power New Digital Wealth Experience and WisdomTree to Provide Investment Solutions

Independent Financial Partners (“IFP”), an SEC registered investment advisor and soon-to-be broker-dealer specializing in wealth management and retirement plan consulting, announced that it has entered into […]
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May 9, 2019
Published by T3NewsADM at May 9, 2019
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Junxure Announces Deep Integrations with Orion, Constant Contact and MyRepChat

AdvisorEngine announced that its wholly-owned subsidiary, CRM Software Inc., known as Junxure, is deploying integrations with Orion Advisor Services, Constant Contact and MyRepChat. These integrations will power advisory firms’ marketing and communication […]
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May 8, 2019
Published by T3NewsADM at May 8, 2019
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Morningstar Launches Model Marketplace Integrated with Morningstar Office Cloud

Morningstar, Inc., a leading provider of independent investment research, introduced the Model Marketplace, a centralized distribution platform that allows advisors to quickly and cost efficiently research […]
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May 7, 2019
Published by T3NewsADM at May 7, 2019
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Jemstep Launches Digital Advice Platform on Salesforce AppExchange

Jemstep, a leading digital advice solutions provider, announced the launch of the Jemstep Advisor Pro App on Salesforce AppExchange, the world’s leading enterprise cloud marketplace. Jemstep […]
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May 2, 2019
Published by T3NewsADM at May 2, 2019
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Envestnet and CFP Board Center for Financial Planning Announce Education Scholarship for CFP® Certification

The CFP Board Center for Financial Planning and Envestnet announced a new scholarship to support individuals looking to become CERTIFIED FINANCIAL PLANNER™ professionals. The Envestnet Scholarship provides […]
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April 26, 2019
Published by T3NewsADM at April 26, 2019
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TradePMR Launches Augmented Reality Technology For Advisor Recruitment

TradePMR, a technology and custodial services provider, is rolling out new augmented reality technology for advisor recruitment. The technology, which blends virtual objects with real-world settings, […]
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April 23, 2019
Published by Joel Bruckenstein at April 23, 2019
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There’s More to Orion’s New Brand Unity Than Meets the Eye

A year of major acquisitions from the biggest names in the fintech space has been a gut check for many advisors. As they pay increasing attention […]
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April 17, 2019
Published by T3NewsADM at April 17, 2019
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Envestnet and INVENT Team Up to Serve Enterprise Clients

Invent.us (INVENT), a software development consulting firm, and Envestnet, a leading provider of intelligent systems for wealth management and financial wellness, announced a new strategic partnership for […]
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April 9, 2019
Published by T3NewsADM at April 9, 2019
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New Envestnet Credit Exchange Integrates Lending Solutions into Advisors’ Wealth Management Practices

Envestnet introduced the Envestnet Credit Exchange, a program that integrates lending solutions into the wealth management process on the Envestnet platform. Envestnet has partnered with Advisor […]
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March 29, 2019
Published by Bob Veres at March 29, 2019
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Winners and Losers at T3’s 2019 Advisor Tech Conference

By now, you’ve probably read several summaries of the recent T3 Advisor Conference in Denton, TX—and chances are, you were still left scratching your head. That’s […]
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