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 […]
February 7, 2018
Published by T3NewsADM at February 7, 2018
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New Advisor Technology Solutions From Fidelity® Announced at T3 Conference

While at the T3 Technology Conference for financial advisors today, Fidelity® announced new technology tools – that will be accessible via WealthscapeSM – designed to help […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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Raymond James Launches Longevity Planning Resources for Financial Advisors, Partners with Everplans to Help Clients Prepare for the Unexpected

Raymond James launched a suite of longevity planning resources to support the firm’s 7,300 financial advisors as they guide clients through challenges associated with longer retirements. […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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SMArtX Offers Direct Indexing for Free, Adds Several Thomson Reuters/S-Networks ESG Best Practice Indexes

SMArtX Advisory Solutions (“SMArtX”), a Turnkey Asset Management Platform (TAMP), announced at the T3 Conference the expansion of its direct indexing with 14 new models from […]
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February 7, 2018
Published by T3NewsADM at February 7, 2018
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Today at T3: LifeYield Launches the Taxficient Score®; Announces Riskalyze as First Integration Partner

Consumers have long understood the impact their personal credit scores have on their financial lives. Now financial advisors will have the ability to offer their clients […]
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February 6, 2018
Published by T3NewsADM at February 6, 2018
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Snappy Kraken Announces New Marketing Program for Financial Advisors

MarTech company Snappy Kraken has created an automated marketing machine called Seminar Freedom that will allow advisors to deliver a seminar once and then show it […]
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February 6, 2018
Published by T3NewsADM at February 6, 2018
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CyberSecurity Remains Key Topic of Conversation at the T3 Advisor Conference in Ft. Lauderdale

FCI, Inc. (formerly known as Financial Computer, Inc.), a Managed Security Service Provider (MSSP) that delivers seamless cybersecurity compliance to protect financial advisors, staff and client […]
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February 6, 2018
Published by T3NewsADM at February 6, 2018
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Advisor Turned Tech Entrepreneur Rolls Out his Business Intelligence and Insights Platform at the T3 Advisor Conference

Advisor Metrix, a business intelligence platform for financial advisors, today at the T3 Technology Conference for financial advisors announced the public release of its software, including […]
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February 5, 2018
Published by T3NewsADM at February 5, 2018
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Leading Game Theorist and Capital Preferences Launch “Risk Essentials” Client Profiling System and FitScore Methodology

Capital Preferences, a behavioral economics, decision science and financial technology firm, has announced the launch of TrueProfile.com – and their first product called Risk Essentials which is available […]
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February 5, 2018
Published by T3NewsADM at February 5, 2018
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Covisum’s Tax Clarity™ Software Helps Advisors Distinguish Taxable Income for Clients, New White Paper Identifies Three Biggest Hurdles Advisors Face when Talking Taxes

Talking taxes can be tricky for advisors, yet it is a critical piece of retirement planning. Regulations, and industry standards limit who can provide “tax advice.” […]
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February 5, 2018
Published by Joel Bruckenstein at February 5, 2018
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TD Ameritrade Institutional Proves Just How Laser-Focused They are on Advisor Technology

If you had any doubt about who the technology thought leader among the major RIA custodians is, the 2018 LINC Conference should have put those doubts […]
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February 2, 2018
Published by T3NewsADM at February 2, 2018
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AI Token to Confirm Verified Accredited Investor Status Now Available through North Capital

North Capital, a provider of technology and brokerage services for exempt securities offerings, is now offering a utility token (a.k.a., an AI token), that can be […]
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February 1, 2018
Published by Mark Hoffman at February 1, 2018
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Risk-smart, Tax-smart Multiple Account and Product Optimization could be the Next Big Thing

The typical household has five or six accounts spread among two or three advisors.  As these families look toward the future, they want to know how […]
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