October 29, 2018
Published by Bob Veres at October 29, 2018
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Covisum makes it easy to provide Social Security advice, model current and future tax situations, and give more realistic estimates of downside portfolio risk

What’s missing in traditional financial planning analytics? Here are a few things to consider. As it turns out there are a few gaps. Financial planning grew […]
May 1, 2017
Published by T3NewsADM at May 1, 2017
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TradeWarrior Announces New Relationship with SSG, Providing Advisors with Affordable Trading & Rebalancing Functionality

Independent RIAs that use the brokerage and custodial services of Shareholders Service Group (SSG) now have custom-priced access to TradeWarrior Software, Inc.’s digital trading and rebalancing […]
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April 28, 2017
Published by T3NewsADM at April 28, 2017
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AdvisorEngine Acquires Kredible, Strengthens Advisor Growth Program in Partnership with WisdomTree

AdvisorEngine Inc., a digital wealth management platform, has acquired the assets of Kredible Technologies, Inc. (“Kredible”), a technology-enabled, research-driven firm targeting financial advisors with the goal […]
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April 27, 2017
Published by T3NewsADM at April 27, 2017
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Rowling & Associates Launches InStrategy – A new Investment Strategy and Research Platform for RIAs

Rowling & Associates, a nationally recognized, independent wealth management firm, recently announced the availability of a new investment strategy and research platform available to independent Registered […]
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April 25, 2017
Published by Joel Bruckenstein at April 25, 2017
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How eMoney Advisor Strategically Transformed Their Client Onboarding Experience

The financial technology industry is going through a transformation that is making customer success seamless and effortless. eMoney Advisor is a leader in revolutionizing how clients […]
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April 25, 2017
Published by T3NewsADM at April 25, 2017
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TradePMR Announces Keynote Speaker, Agenda for Synergy Conference in Miami May 3-5, 2017

TradePMR released today its agenda and lineup of speakers for the 2017 Synergy conference, an annual gathering for independent registered investment advisors (RIAs). This year’s theme, Gratitude, Giving […]
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April 20, 2017
Published by T3NewsADM at April 20, 2017
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InvestmentPOD for Advisors Announces Launch, Provides Sophisticated Investing Strategies and Lower Costs for RIAs

InvestmentPOD for Advisors, a digital advice platform that offers multi-strategies, announced today the official launch of its white-labeled automated investing platform for Registered Investment Advisors. InvestmentPOD […]
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April 19, 2017
Published by T3NewsADM at April 19, 2017
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Tech Trends for Financial Advisors: Joel Bruckenstein Provides Insights during SS&C Advent Webinar

In a recent webinar, Bob Conchiglia, VP, Advisory Sales for SS&C Advent (www.ssctech.com/advent), sat down with Joel Bruckenstein, Producer of the T3 Technology Hub (www.T3TechnologyHub.com) and […]
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April 18, 2017
Published by Joel Bruckenstein at April 18, 2017
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Enough with the “Alternative Facts” – PIEtech is Not for Sale

My usual policy with regard to unsubstantiated rumors is to ignore them, but when a substantial number of people start repeating the same unsubstantiated rumor, it […]
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April 18, 2017
Published by T3NewsADM at April 18, 2017
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Oranj Strengthens Digital Advice Platform with Cutting-Edge Rebalancing Capabilities, Acquires Majority Stake in TradeWarrior

Oranj, a company that builds software for advisors to use in servicing, collaborating, managing and connecting with their clients, has announced that they now have a […]
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April 13, 2017
Published by Joel Bruckenstein at April 13, 2017
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A Conversation with David Canter, New Head of the RIA Segment at Fidelity

On a recent visit to Boston, I had a chance to catch up with David Canter, the new Head of the RIA Segment at Fidelity Clearing […]
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April 10, 2017
Published by Joel Bruckenstein at April 10, 2017
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Orion Releases Orion Social, a Comprehensive Help and Training Resource

Orion Advisor Services has announced the general release of Orion Social, an advisor-facing application that connects advisors with Orion experts, online training tutorials, and advisor peers […]
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April 7, 2017
Published by T3NewsADM at April 7, 2017
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StatPro to Acquire UBS Delta, Announces Plan to Enhance Risk and Performance Analytics SaaS Offering

StatPro Group, a provider of cloud-based portfolio analysis and asset pricing services for the global asset management industry, has agreed to buy from UBS its risk and performance […]
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