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 29, 2019
Published by T3NewsADM at January 29, 2019
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Financial Advisors Learn About Client Engagement Surveys at T3 Conference as NEXA Insights Launches Nationwide

NEXA Insights, creator of a total advisor solution for gathering client feedback, analyzing responses and providing visual, focused insights, today announced at the T3 Technology conference […]
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January 29, 2019
Published by T3NewsADM at January 29, 2019
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cleverDome and TD Ameritrade Institutional Team Up to Increase Cybersecurity for RIAs

Today as the 16th annual T3 Technology Conference for Financial Advisors commenced in Denton, Texas, cleverDome, Inc.™, a B-Corporation that provides a community-driven solution to protect […]
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January 29, 2019
Published by T3NewsADM at January 29, 2019
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Wells Fargo’s New RIA Option Unveiled at T3 Advisor Conference, TradePMR and First Clearing Present at T3 to Discuss

Today at the 2019 T3 Advisor Conference, Wells Fargo Advisors announced a new service aimed at supporting advisors who want to become fee-only Registered Investment Advisors […]
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January 28, 2019
Published by T3NewsADM at January 28, 2019
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Panoramix Now Reports on $10 billion in AUM

Panoramix, an innovative advisor technology platform, announced that the company has passed the $10 billion milestone for assets on the Panoramix platform.  In only its third […]
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January 28, 2019
Published by T3NewsADM at January 28, 2019
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Yourefolio Releases New Flow-Charting Capabilities in Estate Planning Software Technology Platform

Yourefolio, a leader in professional driven estate and legacy planning software, announced today the release of new and enhanced flowcharting capabilities. “Icons“– visual displays of assets, […]
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January 28, 2019
Published by Robb Baldwin at January 28, 2019
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Independent Financial Advisors Can Wear Many Hats: Here’s One You May Want to Avoid

Editor’s note: Robb Baldwin, the founder, President and CEO of TradePMR, spoke at the T3 Elite Advisors Symposium in December 2018. This article is an adaptation […]
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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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