March 21, 2019
Published by Joel Hurst at March 21, 2019
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Think Your Data is Secure? Make Sure Your Tech Follows These 5 Rules

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 […]
June 5, 2018
Published by T3NewsADM at June 5, 2018
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Envestnet | Tamarac Enhances Integration with BNY Mellon’s Pershing NetX360®

Envestnet | Tamarac announced an enhanced integration with BNY Mellon’s Pershing (Pershing) on its Tamarac platform and client portal. Mutual clients will now be able to […]
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June 4, 2018
Published by T3NewsADM at June 4, 2018
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cleverDome Members to Receive Free Vendor Risk Management Due Diligence via 3PAS Global

cleverDome, Inc., a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the Dome”TM (i.e., secure and off the open Internet), and 3PAS […]
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May 30, 2018
Published by T3NewsADM at May 30, 2018
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Vestmark Launches Model Trading Service for IBDs, RIAs, Banks and their Clients

Vestmark, a leading provider of portfolio management software and services, has announced the launch of its Model Trading Service (MTS): model management, trading, rebalancing and account […]
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May 23, 2018
Published by T3NewsADM at May 23, 2018
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Morningstar Unveils New Competitive Intelligence Tool

Morningstar, Inc. a leading provider of independent investment research, has announced the release of Investor Pulse, a business intelligence tool that delivers actionable insights, predictive analytics […]
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May 21, 2018
Published by T3NewsADM at May 21, 2018
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TradePMR Updates Fusion and Earnwise Platforms, Celebrates 20th Anniversary at Annual Conference

TradePMR, a custodial-services provider to registered investment advisors (RIAs), has announced updates to their award-winning1 Fusion platform and their mobile-first platform Earnwise. The updates, including drift features […]
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May 8, 2018
Published by T3NewsADM at May 8, 2018
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Schwab Creates New Digital Accelerator Program to Better Serve Investors

Schwab is expanding its technical talent pool in both Austin and San Francisco and will be identifying dedicated real estate in Q2 and Q3 2018 to […]
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May 3, 2018
Published by Joel Bruckenstein at May 3, 2018
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Complect: Bringing the Gig Economy to Compliance

If you are a large RIA firm, you probably have a compliance consulting firm or a compliance attorney on retainer. If you are a smaller firm, […]
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April 25, 2018
Published by T3NewsADM at April 25, 2018
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AdvisoryWorld Technology Helps Broker-Dealers Comply with SEC New Best Interest Proposal

In light of the SEC’s release of its Regulation Best Interest proposal last week, AdvisoryWorld, a leading software provider for financial advisors, today announced a relaunch […]
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April 17, 2018
Published by T3NewsADM at April 17, 2018
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Gěneos Wealth Management, Inc. Joins cleverDome, Inc.

Gěneos Wealth Management, Inc. today announced that it has become a member of cleverDome, Inc.,TM a B-Corporation that provides a community-driven solution to protect confidential consumer information by taking that information “under the […]
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April 16, 2018
Published by Joel Bruckenstein at April 16, 2018
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United Capital Releases FinLife CX

United Capital Financial Advisors LLC and FinLife Partners, a division of United Capital, recently announced the launch of FinLife CX (the CX is short for client […]
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April 13, 2018
Published by T3NewsADM at April 13, 2018
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E*TRADE Completes Acquisition of Trust Company of America

E*TRADE Financial Corporation has completed the acquisition of independent advisor custodian Trust Company of America (TCA). “It is with great pleasure that we welcome TCA into […]
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April 12, 2018
Published by Joel Bruckenstein at April 12, 2018
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Orion’s Purchase of FTJ FundChoice Makes Orion a Player in the TAMP Space

The independent advisory space continues to evolve, and Orion Advisor Services is evolving with it. Some in the industry have speculated for some time that firms […]
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