October 22, 2018
Published by Joel Bruckenstein at October 22, 2018
I recently attended the first ever AdvisorEngine Conference, and I was impressed. This event presented several challenges for the AdvisorEngine management, and to my mind they […]
April 20, 2017
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 […]
April 19, 2017
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 […]
April 18, 2017
Published by Joel Bruckenstein at April 18, 2017
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 […]
April 18, 2017
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 […]
April 13, 2017
Published by Joel Bruckenstein at April 13, 2017
Categories
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 […]
April 10, 2017
Published by Joel Bruckenstein at April 10, 2017
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 […]
April 7, 2017
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 […]
April 5, 2017
True North Networks, a managed technology outsourced, cybersecurity service and private cloud hosting provider, and Helpful Office, a full-service information technology-consulting firm announced that they have merged. The merger […]
April 4, 2017
Industry leading fintech firm, FinMason, is now providing easy and flexible access to one of the largest independent analytics platforms in wealth management. The launch of […]
April 3, 2017
The annual T3 Advisor Conference, which this year was held February 14-17, 2017 at the Hyatt Regency Garden Grove Hotel in Anaheim, CA, is our profession’s […]
March 28, 2017
eMoney Advisor recently announced the launch of eMoney for Enterprise, a new division dedicated to supporting the unique needs of firms seeking scalable technology solutions. This […]
March 27, 2017
BNY Mellon’s Albridge recently announced that it will provide the newly independent advisory firm InR Advisory Services LLC (lnR) with its integrated data aggregation and performance reporting solution: […]





