May 30, 2019
Published by David Lyon at May 30, 2019
Categories
Do you like it?0
Read more

Advisory Firms Must Adopt and Promote User-Friendly Digital Interfaces Now

No matter where you sit, technology is a major part of our lives, both personal and professional. The decisions about what we use and how we […]
September 13, 2018
Published by T3NewsADM at September 13, 2018
Categories

Carson Group Forms Strategic Relationship with Barron’s and Creighton University’s Heider College of Business

Carson Group, a family of companies committed delivering trusted financial advice, announced the launch of a partnership with financial publication Barron’s and Creighton University to help educate the […]
Do you like it?0
Read more
September 12, 2018
Published by T3NewsADM at September 12, 2018
Categories

SS&C’s Black Diamond® Wealth Platform Now Integrated with LifeYield’s Taxficient Score™

LifeYield, LLC, a tax-smart, risk-smart household-level portfolio management software, announced an integration with SS&C’s Black Diamond® Wealth Platform. LifeYield’s proprietary Taxficient Score™ and suite of Proposal […]
Do you like it?0
Read more
September 4, 2018
Published by T3NewsADM at September 4, 2018
Categories

Advyzon Helps with GIPS® Compliance, Streamlines Composite Reporting Process for Advisors

Advyzon, an industry-leading, cloud-based financial advisor technology platform, announced the addition of enhanced composite reporting capabilities. These new features will enable advisors to easily demonstrate the […]
Do you like it?0
Read more
August 31, 2018
Published by T3NewsADM at August 31, 2018
Categories

Orion and Asset-Map Integrations Provides Informative Snapshot of Financial Landscape

A new integration between Orion and Asset-Map is designed to bring advisors closer to a fully integrated meeting experience, where clients can see their full financial […]
Do you like it?0
Read more
August 30, 2018
Published by Joel Bruckenstein at August 30, 2018
Categories

Complete Inbound Marketing Platform for Advisors Emerges as FMG Suite acquires Platinum Advisor Strategies and Marketing Pro

Most successful financial advisory firms I know are always looking for opportunities to grow their businesses. Historically, the vast majority of new business generated by advisors […]
Do you like it?0
Read more
August 28, 2018
Published by Joel Bruckenstein at August 28, 2018
Categories

Schwab Pivots on PortfolioConnect, Doubles Down on Custody Platform: PortfolioConnect to be Free for Assets Custodied at Schwab

After years of telling advisors that their next generation portfolio management product, PortfolioConnect would be multi-custodial, Schwab is abandoning that pledge. Furthermore, Andrew Salesky, Senior Vice […]
Do you like it?0
Read more
August 27, 2018
Published by T3NewsADM at August 27, 2018
Categories

FinMason Touts Five-Minute Financial Plan™; Will Power Native Monte Carlo Capabilities on Orion Platform

FinMason, a fintech firm operating one of the largest investment analytics platforms in the world, and Orion Advisor Services, LLC (“Orion”), a portfolio management solution provider […]
Do you like it?0
Read more
August 17, 2018
Published by Joel Bruckenstein at August 17, 2018
Categories

The Best Technology Event for Advisors that You’ve Never Heard Of

One of the best and most significant annual technology conferences for advisors is one that is not open to advisors: The TD Ameritrade Institutional Technology Summit. […]
Do you like it?0
Read more
August 16, 2018
Published by T3NewsADM at August 16, 2018
Categories

FinMason Continues International Expansion, Adds Euro Currency Product

FinMason, an award-winning investment analytics company, announced that they are rolling out a Euro-denominated version of their investment analytics platform. This enhancement marks a continuation of […]
Do you like it?0
Read more
Load more