March 21, 2019
Did you know that statistically speaking, at least some of your online data or login credentials were probably stolen last year? The compromised passwords might no […]
March 27, 2018
Experience tells us that 99.9% of independent RIA firms are conscientious about doing the right thing for clients, yet many of these firms struggle with compliance. […]
March 26, 2018
Technology is transforming the entire professional services industry, and financial services is no exception. This is good news for forward-thinking providers set on delivering the best […]
March 19, 2018
Are the current marketing strategies your practice uses positioning you as the “family” financial advisor? Do the members in your clients’ households know you by name? […]
March 13, 2018
As subscribers to the T3 Technology Hub are no doubt aware, I believe that investment selection and portfolio construction, services that advisors were once richly rewarded […]
February 22, 2018
It was great to see so many of you at the 15th annual T3 Technology Conference for financial advisors. Nearly 700 of you made the trip […]